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Current Employers
Brookstone Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2014-08-21
OR RA APPROVED 2014-04-07
WA RA APPROVED 2013-08-27
  • IN RA
    APPROVED
    Since 2014-08-21
  • OR RA
    APPROVED
    Since 2014-04-07
  • WA RA
    APPROVED
    Since 2013-08-27

Branch Locations

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

16400 Southcenter Pkwy Ste 406, Tukwila, WA 98188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burklund Inc Renton WA 08/1999 Present
Union Central Life Insurance Cincinnati OH 08/2008 Present
Cornerstone Financial Services Llc Renton WA 08/2007 Present
  • 08/1999 → Present
    Burklund Inc
    Renton, WA
  • 08/2008 → Present
    Union Central Life Insurance
    Cincinnati, OH
  • 08/2007 → Present
    Cornerstone Financial Services Llc
    Renton, WA
Previous Registrations
  • 2008-10-27 → 2011-09-08
    Ameritas Investment Company, Llc
    Seattle, WA
    Lincoln, NE
    Kirkland, WA
  • 2008-03-27 → 2008-09-26
    Securian Financial Services, Inc.
    Renton, WA
    Bellevue, WA
Other Businesses

LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS; BURKLUND INC; 18477 114TH AVE SE RENTON WA 98055; HRS/MO=30; TRADING HRS/MO=30; *BASIN INS ASSOCIATES RENTON; BRANCH ADDRESS; NOT INV RELATED; P&C INS; PARTNER; START DATE= 04/2010; HRS/MO= 10; TRADE HRS/MO= 5; DUTIES= QUOTE AND PRESENT P&C INSURANCE *COVEREDNOW.COM; BRANCH ADDRESS; INV RELATED; HEALTH INS; PARTNER; START DATE= 07/2010; HRS/MO= 10; TRADE HRS/MO=5; DUTIES= GET APPOINTMENTS WITH CARRIERS AND QUOTE COVERAGE FOR HEALTH INS; *CORNERSTONE FINANCIAL SERVICES LLC; SAME AS BRANCH; INV REL; INSURANCE SALES; PARTNER; START DATE = 08/2007; HRS/MO = 30; TRADING HRS/MO = 20; OFFICE MANAGEMENT, SALES, SALES TRAINING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-20
S63 Uniform Securities Agent State Law Examination 2008-01-25
  • S65 Uniform Investment Adviser Law Examination
    2008-03-20
  • S63 Uniform Securities Agent State Law Examination
    2008-01-25

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