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Carl Mook

Advisor at Brookstone Capital Management LLC

Updated today
Brookstone Capital Management LLC logo

Firm

Brookstone Capital Management LLC

Location

Byron, IL

Credentials

Series 63, Series 65

Industry experience

31 years

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning fixed fees ranging from $200 to $5,000 or more, based on complexity

Percentage

Negotiable up to 2.5% annually total (BCM up to 0.95%, IAR/Outside RIA up to 1.55%)

Commissions

IARs may receive commissions on insurance and annuity products sold separately from BCM advisory services

Project-based

Up to $350 per hour for financial planning services

Other

Account minimum: $5,000 to $100,000 (typical range; may accept below minimum at discretion) Minimum fee: $8 monthly fee per account (reduced proportionally for accounts under $8,000) Fee-only: Up to $350/hour for financial planning services; fixed fees range from $200 to $5,000 or more

Work history

Brookstone Capital Management

2014 - Present (12 years)

Aig American General Life Insurance Company

2002 - Present (24 years)

Carl Mook Financial Group

1981 - Present (45 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kristen R

Series 66

Rockford, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Scott J

Series 66

Rockford, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

John L

Series 66

Rockford, IL

Merrill

John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy College savings (529s, UTMA, etc.) Parents Values-based investing

Stephen K

Series 63, Series 65

Rockford, IL

Merrill

Stephen Knutson is a Financial Advisor with Merrill Lynch Wealth Management, offering over 20 years of experience in the financial industry. He provides expertise in areas including investing, retirement planning, family wealth management, institutional consulting, small business strategies, philanthropic planning, and tax mitigation strategies. Additionally, Stephen supports clients with specialized services encompassing banking, credit, financing, retirement options, and trust services. He holds a Bachelor's Degree from DePaul University and the Personal Investment Advisor (PIA) professional designation. Stephen emphasizes building lasting client relationships based on trust, transparency, and tailored financial advice that aligns with individual priorities and goals. His professional philosophy centers on helping clients identify what is most important and offering guidance on efficiently supporting those values. Outside of his professional role, Stephen is involved with organizations such as the Aurora Sportsmen's Club and contributes to community groups including 21st Century Game Film at Harlem High School, Carlson Ice Arena, and First Covenant Church. His personal interests include boating, hunting, ice hockey, music, running, scuba diving, swimming, tennis, woodworking, and spending time with his family.

General retirement planning Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Alec G

Series 66

Rockford, IL

Merrill

Alec Gober is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Alec provides guidance on a range of financial topics, including general investing, retirement planning, and preparing for unexpected expenses. He also offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Alec holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Polo Community High School, an Associate's Degree from Sauk Valley Community College, and a Bachelor's Degree from Western Illinois University, where he also attended prior without degree conferment. Alec emphasizes building ongoing relationships with clients to provide continuous advice and guidance as their financial needs evolve.

General retirement planning Wealth management

Charles S

CFP®, Series 66

Byron, IL

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner Engineering Professional
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