FormulaFolios - Now Brookstone Capital Management Employee Directory

Financial ServicesUnited States11-50 Employees

FormulaFolios is now part of Brookstone Capital Management.

Brookstone acquired FormulaFolios to create one the fastest growing and largest RIAs in the country catering to independent retirement advisors.

For the latest updates, follow Brookstone Capital Management at https://www.linkedin.com/company/brookstone-capital-management/

Find FormulaFolios - Now Brookstone Capital Management employees' phone numbers or email addresses

FormulaFolios - Now Brookstone Capital Management Global Highlights

North America
19

United States Of America
19

FormulaFolios - Now Brookstone Capital Management's Leadership

J. C.
Chief Executive Officer And Investment Advisor
Mobile Phone
Email
J. J.
Product Manager
Mobile Phone
Email
B. G.
Portfolio Accounting Manager
Mobile Phone
Email
A. B.
Events Manager
Mobile Phone
Email
K. Z.
Team Lead
Mobile Phone
Email
S. G. H.
Finacial Planning Specialist
Mobile Phone
Email
A. F.
Compliance
Mobile Phone
Email
C. H.
Advisor Support Specialist
Mobile Phone
Email

Contact profiles from FormulaFolios - Now Brookstone Capital Management

Name

Title

Contact Info

Location

Last Update

M. S.
Advisor Support Specialist
Mobile Phone
Email
Oct 16, 2024
S. B.
Compliance And In-House Counsel
Mobile Phone
Email
United StatesMichigan
Oct 16, 2024

Frequently Asked Questions

What is FormulaFolios - Now Brookstone Capital Management known for?

FormulaFolios - Now Brookstone Capital Management was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 1745 S Naperville Rd, 200 Wheaton, Illinois 60189, US; you can contact the main corporate office by phone at

+1-616-667-****

. Explore FormulaFolios - Now Brookstone Capital Management's company overview page for more information.

What is FormulaFolios - Now Brookstone Capital Management's most common email format?

FormulaFolios - Now Brookstone Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FormulaFolios - Now Brookstone Capital Management email formats with LeadIQ.

How many employees does FormulaFolios - Now Brookstone Capital Management have currently?

FormulaFolios - Now Brookstone Capital Management has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are FormulaFolios - Now Brookstone Capital Management's key employees and leadership?

As of October 2025, FormulaFolios - Now Brookstone Capital Management's key employees include:

Chief Executive Officer And Investment Advisor: J. C.
Product Manager: J. J.
Portfolio Accounting Manager: B. G.
Events Manager: A. B.
Team Lead: K. Z.

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