Brookstone Capital Management
44yrs
Top 1% by experience in Wheaton
47yrs
Susan Charlson McNamara Musil
Financial advisor at Brookstone Capital Management
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor by experience in Wheaton
Office1745 S. Naperville Road Suite 200, Wheaton, IL 60189
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Brookstone Capital Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2018 – nowBrookstone Capital Management LLCCurrent firm
- 2015 – 2019Vann Equity Management LLCPreviously
- 2013 – 2015Horter Investment Management, LLCPreviously
- 2008 – 2012Voya Financial Advisors, Inc.Previously
- 2005 – 2007Smith Hayes Advisers Inc.Previously
Questions to ask Susan
Tailored to Susan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Susan
How do I contact Susan?
Call Brookstone Capital Management at 630-653-1400 and ask for Susan Charlson McNamara Musil. Susan works from the Wheaton, IL office.
How long has Susan been a financial advisor?
Susan has been in the industry since 1979, about 47 years. Top advisor by experience in Wheaton.
What licenses does Susan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
Brookstone Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Susan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Primerica Advisors
44yrs
Top 1% by experience in Wheaton
First Trust Advisors
43yrs
Top advisor by experience at First Trust Advisors
401klogic
43yrs
Top 1% by experience in Wheaton
Primerica Advisors
42yrs
Top 1% by experience in Wheaton
First Trust Advisors
42yrs
Top 1% by experience at First Trust Advisors