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Brookstone Capital Management LLC CRD 141413
$12.8B regulatory AUM 35 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-01 |
| MA | RA | APPROVED | 2019-12-24 |
Branch Locations
1600 Providence Hwy, Walpole, MA 02081 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investement Advisors, Llc | Scottsdale | GA | 10/2015 | 12/2019 |
| Brookstone Capital Managment | Wheaton | IL | 12/2019 | Present |
| Proincome | Walpole | MA | 05/2015 | Present |
ProIncome; it is investment related; 1600 Providence Hwy, Walpole, MA 02081; Insurance and Annuity planning; Owner and insurance agent; started May 2015; 20 hours per week to Insurance planning: 20 hours per week during market hours; income planning and income protection. Training Wheels Motorcycle School, PO Box 784, East Orleans, MA 02643. Non-investment related. I am not an owner and am considered an independent contractor. This company provided instruction for people wanting to learn proper motorcycle riding skills. I am a certified Rider Coach with the Motorcycle Safety Foundation and work part time approximately 30 hours per month from April-October on weekends only as an instructor and am paid by the hour. I started doing this in 2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-05 |
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