Francis Joseph Castro Kelly

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

• 11/2014 → 08/2017
  Successful Retirement, Inc
  Roswell, GA
• 11/2004 → 03/2018
  Francis J.C. Kelly, Jr.
  Norcross, GA
• 04/2017 → Present
  Retirement Wealth Advisors
  Roswell, GA
• 09/2017 → Present
  Cfk Financial Services, Llc
  Smyrna, GA
• 05/2019 → Present
  American Retirement Institute
  Kennesaw, GA

Other Businesses

(1) CFK Financial Services, LLC, Investment Related, 1000 Parkwood Circle SE, Ste. 900 Atlanta, GA 30339. , insurance sales, rental, CPA Referral, DBA for IA, Owner, 08/2017, 132 hrs/mo 110 hrs/mo during trading, Provide consultations resulting in sales of fixed indexed annuities, and other life insurance products for which I am paid a commission and Investment Advisory clients. I also have regular annual or as needed meetings with existing clients to service their policy needs. For long-term care insurance I split commissions with Belen Hickman a LTC Insurance agent.. I sublease office space to an estate planning attorney, Julianna Burrall, on a per diem basis when she does documents or other legal services for clients. Bill Cleary, CPA, pays me a referral fee if I send hi a client for tax preparation. I do not pay him. AMERICAN RETIREMENT INSTITUTE; INVESTMENT RELATED; 2615 GEORGE BUSBEE PARKWAY, SUITE 11; KENNESAW GA 30144; TEACHING; INSTRUCTOR; STARTED 05/2019; 10-20/HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TEACHING RETIREMENT WORKSHOPS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-18
• S63 Uniform Securities Agent State Law Examination
  2002-08-16

Other Names

• Frank Kelly
• Francis J.C. Kelly