Kimberly Jean Wells
Investment adviser representative at Brookstone Capital Management LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Brookstone Capital Management LLCOct 2016 to now
- Young Wealth ManagementApr 2013 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (OH, SC).
Brookstone Capital Management LLC
$12.8BAssets managed
54,845Clients
327Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6037079
- Firm CRD
- 141413