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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-07-16 |
| MN | RA | APPROVED | 2019-07-15 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
125 New England Place, Stillwater, MN 55082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors, Llc | Kentwood | MI | 03/2017 | 07/2019 |
| Aflac | Lake Elmo | MN | 04/2010 | 09/2024 |
| Brookstone Capital Management | Wheaton | IL | 07/2019 | Present |
Licensed insurance agent able to solicit and sell insurance and annuity products; approx 70 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-24 |
| S66 | Uniform Combined State Law Examination | 2007-06-22 |
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