Brookstone Capital Management
47yrs
Top advisor by experience in Wheaton
24yrs
Traci Eisner is a financial advisor in Wheaton, Illinois, with 24 years in the industry. Traci joined Kestra Advisory Services in 2024, after less than a year at J.P. Morgan Securities and two years at Banc One Securities. Traci holds the ChFC designation.
At a glance
Experience24 years (since 2002)
How that compares ?Top 21% by experience in Wheaton
OfficeWheaton, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowKestra Advisory Services, LLCCurrent firm
- Sep 2006 – Feb 2007J.P. Morgan Securities Inc.Previously
- 2004 – 2006Banc One Securities CorporationPreviously
Contact Traci
(844) 553-7872Firm headquarters in Austin, TX. Ask for Traci. Wheaton, ILOffice · Get directions X (Twitter) pageKestra Advisory ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Traci
Tailored to Traci’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Traci
How do I contact Traci?
Call Kestra Advisory Services at (844) 553-7872 and ask for Traci Eisner. Traci works from the Wheaton, IL office.
How long has Traci been a financial advisor?
Traci has been in the industry since 2002, about 24 years. Top 21% by experience in Wheaton.
What licenses does Traci hold?
Series 63. Tap any license on this page to see what it allows.
Is Traci a fiduciary?
Traci is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Traci paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Traci for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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