AF
AF

Anthony Louis Fontana

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Loading...

Location

1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is a sole proprietor of Annuity IQ, LLC, selling life insurance and annuities since March 2017. This takes about half of his time, including time during security trading hours, and involves meeting with clients about their insurance needs.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Ae Wealth Management, LLC
April 2023 - February 2024 · 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Anthony Louis Fontana - Financial Advisor | TrueAdvisor