Overview

I am the President of Brookstone Financial, LLC. located in Jeffersonville, IN. We are a 9 person firm with over $145M in assets consisting of AUM, Private Equity, Mutual Funds, and Annuities. Currently we have offices in Jeffersonville, Jasper, Louisville, and Tampa Florida. We offer experienced back office support for transitioning and client service. We are experienced in completing practice acquisition and client transitioning. I am looking to visit with trusted advisers who want to retire or merge within the industry feeling feel rest assured that their clientele will be well taken care of moving forward.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Dec. 1, 2016

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