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Anita Louise Lester

Brookstone Wealth Advisors, LLC

Wheaton, IL

Gurnee, IL

The Villages, FL

CRD 4478199

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Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-02
WI RA APPROVED 2021-10-28
IL RA APPROVED 2021-10-27
  • FL RA
    APPROVED
    Since 2023-10-02
  • WI RA
    APPROVED
    Since 2021-10-28
  • IL RA
    APPROVED
    Since 2021-10-27

Branch Locations

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

6615 Grand Ave #180, Gurnee, IL 60031 • United States

The Villages, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Berthel, Fisher & Company Financial Services, Inc. Chicago IL 07/2013 10/2018
Bfc Planning, Inc. Chicago IL 07/2013 10/2018
All Financial Group Chicago IL 02/1999 Present
Wealth Watch Advisors Englewood CO 10/2018 10/2021
Brookstone Wealth Advisors Grand Rapids MI 10/2021 Present
  • 07/2013 → 10/2018
    Berthel, Fisher & Company Financial Services, Inc.
    Chicago, IL
  • 07/2013 → 10/2018
    Chicago, IL
  • 02/1999 → Present
    All Financial Group
    Chicago, IL
  • 10/2018 → 10/2021
    Wealth Watch Advisors
    Englewood, CO
  • 10/2021 → Present
    Brookstone Wealth Advisors
    Grand Rapids, MI
Previous Registrations
Other Businesses

1. ALL FINANCIAL GROUP, 2/1999 to present agent selling health life and fixed annuities, Gurnee IL- 2. WEALTH MANAGEMENT-FINANCIAL ADVISOR-2/1999--DBA FOR SECURITIES BUSINESS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-01
S63 Uniform Securities Agent State Law Examination 2001-11-29
  • S66 Uniform Combined State Law Examination
    2007-10-01
  • S63 Uniform Securities Agent State Law Examination
    2001-11-29
Other Names
  • Anita Lester Wolfe
  • Anita L Lester

View on SEC IAPD

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