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Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Val-Trust Financial Group | Allen | TX | 02/2023 | Present |
| Horter Investment Management | Cincinnati | OH | 01/2015 | 11/2016 |
| Val-Trust Financial Group | Plano | TX | 07/2009 | 01/2017 |
| Eagle Financial Group | Frisco | TX | 01/2017 | 02/2023 |
| Eagle Financial Advisors, Llc | Frisco | TX | 07/2019 | 01/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2023 | Present |
| Brookstone Capital Management | Wheaton | IL | 11/2016 | 07/2019 |
1.) Val-Trust Financial Group, LLC; Yes Investment Related; 5900 S. Lake Forest, Suite 300, McKinney, TX 75070; Insurance Sales; POSITION; Agent & Investment Advisor Representative; START DATE: 01/2009; Approx. 120 hours a month; Approx. 30 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-31 |
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