Seth Stewart
Advisor at Brookstone Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Brookstone Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Jeffersonville, IN 47130
Credentials
Series 63, Series 65
Industry experience
18 years
Seth Stewart is a financial advisor at Brookstone Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Center Street Securities and PMB Capital Management. Outside of advisory work, he is involved in several business ventures including serving as president of Brookstone Development, LLC, which focuses on real estate development, and operating an athlete NIL agency. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and utilizing sub-advisors and third-party managers.
Based on Brookstone Financial
Seminars and workshops fees ranging from $25 to $75
Up to $499,999 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.75% annually $5,000,000+: 0.50% annually
Investment Advisor Representatives receive commissions from sales of insurance products; registered representatives may receive commissions from securities sales through affiliated broker-dealer
$350 per hour for financial planning and consulting services
Account minimum: $5,000 (for donor advised fund accounts); otherwise no minimum Fee-only: Hourly consulting at $350 per hour
2213 Allison Lane
Jeffersonville, IN 47130
Indiana · Kentucky · Louisiana · Texas
62 Storage, LLC
2026 - Present (1 year)
One Touch NIL Group
2025 - Present (1 year)
Brookstone Development, LLC
2019 - Present (7 years)
Brookstone Holdings, LLC
2019 - Present (7 years)
62 Sales, LLC
2017 - Present (9 years)
PMB Capital Management LLC DBA Brookstone Financial
2013 - Present (13 years)
Center Street Securities
2012 - 2020 (8 years)
Brookstone Financial, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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