Brookstone Capital Management
47yrs
Top advisor by experience in Wheaton
5yrs
Based in Wheaton, Illinois, Charles Muck is a fiduciary financial advisor with 5 years of industry experience. Charles has been with First Trust Advisors since 2021. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.
One of 833 advisors with offices in Wheaton, and one of 795 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office120 E. Liberty Drive Suite 400, Wheaton, IL 60187
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state
Services through First Trust Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
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.
Career
- 2021 – nowFirst Trust Advisors LPCurrent firm
Contact Charles
(630) 765-8000First Trust Advisors main office 120 E. Liberty Drive Suite 400Wheaton, IL 60187Office · Get directions
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Charles
How do I contact Charles?
Call First Trust Advisors at (630) 765-8000 and ask for Charles Muck. Charles works from the Wheaton, IL office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Charles hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Charles 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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