Peter Anthony Nelson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 11/2021
  Knights Of Columbus Insurance
  New Haven, CT
• 07/2021 → 11/2021
  Knights Of Columbus Asset Advisors Llc
  New Haven, CT
• 04/2013 → 03/2018
  At&T
  Bristol, TN
• 09/2023 → Present
  Brookstone Wealth Advisors
  Wheaton, IL
• 11/2021 → Present
  Nelson Insurance Advisors, Llc
  Bristol, TN

Other Businesses

1)Nelson Insurance Advisors, LLC, Not investment-related, 136 Grubb Ln, Bristol, TN 37620, Insurance, Insurance Agent, President of Nelson Insurance Advisors, 03/2018, 100 Hours/Month, the selling of life, disability and long term care insurance insurance along with the selling of annuities. 2)Farm, DBA Nelson Family Farm, Schedule F for 2020, Currently No EIN for business, Not investment-related, 136 Grubb Ln, Bristol, TN 37620, Farming, Farmer, No Title, 01/2020, 30 Hours/Month, Day to day operations of running a family chicken farm. 3)DBA Nelson Fishing Advisors, Not investment-related, 136 Grubb Ln, Bristol, TN 37620, Guide, Fishing Guide Service, President of Nelson Fishing Advisors, 08/2022, 10 Hours/Month, the day to day operations of running a fishing guide service. 4)Tennesseans For Life, Not investment-related, po box 3622, Kingsport, TN 37664, Board Member, Not-For-Profit Organization, President of Tennesseans For Life, 02/2023, 20 Hours/Month, helping to raise money for the local pregnancy support centers in the Tri-Cities area.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-05
• S63 Uniform Securities Agent State Law Examination
  2002-07-13