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8160 Perry Highway, Pittsburgh, PA 15237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
| MD | RA | APPROVED | 2021-04-14 |
| PA | RA | APPROVED | 2021-04-14 |
Branch Locations
8160 Perry Highway, Pittsburgh, PA 15237 • United States
20251 Century Blvd. Suite 425, Germantown, MD 20874 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2008-03-14 |
Branch Locations
20251 Century Blvd., Ste 425, Germantown, MD 20874 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 03/2008 | Present |
| Ausherman Financial Group | Frederick | MD | 07/2005 | Present |
| Legacy Capital Planners, Llc | Rockville | MD | 06/2007 | Present |
| Milestone Asset Management, Llc | Pittsburgh | PA | 09/2020 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 03/2021 | 04/2021 |
AUSHERMAN FINANCIAL GROUP IS A NON-INVESTMENT RELATED BUSINESS AND ITS NATURE IS INSURANCE SALES. I STARTEDTHE RELATIONSHIP IN 08/2005 AND I AM THE OWNER. I AM SELLING LIFE AND LONG-TERM CARE INSURANCE, AND I DEVOTE80 HOURS PER MONTH TO THIS BUSINESS AND 5 HOURS DURING SECURITIES TRADING HOURS. Since 2008, Mr. Ausherman has been an IAR of Brookstone Capital Management, a registered investment adviser he spends approximately 25% of his time servicing clients of Brookstone. LEGACY CAPITAL PLANNERS, LLC - INVESTMENT RELATED- FINANCIAL SERVICES - PARTNER-1/1/2009- 80 HOURS PER MONTH DURING TRADING HOURS - FINANCIAL PLANNING AND INCOME TAX PREPARATION. I PREPARETAX RETURNS FOR A FEE. THE NAME OF THE CO. IS LEGACY CAPITAL PLANNERS, LLC. I SPEND APPROX. 180 FORM THE MONTHOF FEB. THROUGH APRIL ON THIS ACTIVITY. PROVIDING TRUST PROCESSING SERVICES FOR A TRUST ATTORNEY AND COLLEGEPLANNING CONSULTATION CHARGE A FEE FOR LONG TERM CARE AND ELDER CARE MATT Mr. Ausherman also prepares tax returns for a fee, provides trust processing service. Dually registered as a investment advisor representative with Milestone Asset Management LLC. Mr. Ausherman is Treasurer and an instructor for The Prepare Institute, a 501(c)3 non-profit educational institution that provides retirement planning classes. Mr. Ausherman devotes approximately 10% of his professional time as such and receives no compensation for this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-28 |
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