Ken Walbridge, financial advisor Gainesville TX

Ken Walbridge

CRD Number: 1380069
Current Firm: Brookstone Capital Management LLC

Ken Walbridge (CRD# 1380069) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Gainesville, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL Mar 2017 - Current 7
Ken Walbridge Financial Planning, LLC Gainesville, TX Jun 2016 - Current 7
Sole Proprietor Insurance Agent Gainesville, TX Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Ken D. Walbridge
Phone Number: 630-653-1400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8,843
    MILLIONS
  • Total Number of Accounts
    68,500
    ACCOUNTS
  • Average Account Value
    $129,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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