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Terri Lynn Collymore

Brookstone Wealth Advisors, LLC

Edina, MN

Wheaton, IL

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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-02-06
  • MN RA
    APPROVED
    Since 2023-02-06

Branch Locations

7760 France Avenue So., 11Th Floor, Edina, MN 55435 • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • 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
More Advisory Group Edina MN 08/2011 Present
Virtue Capital Management, Llc Nashville TN 07/2016 01/2023
Brookstone Wealth Advisors Wheaton IL 02/2023 Present
  • 08/2011 → Present
    More Advisory Group
    Edina, MN
  • 07/2016 → 01/2023
    Nashville, TN
  • 02/2023 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Previous Registrations
Other Businesses

MORE ADVISORY GROUP , Title: RETIREMENT PLANNING COURSES - INSTRUCTOR, Description: HEALTH & LIFE. ANNUITY, LIFE & LTC AND SOCIAL SECURITY PLANNING IN CONJUNCTION WITH FINANCIAL PLANNING., Start Date: 06-22-1905, Address: LAKEVILLE COMMUNITY EDUCATION, BLOOMINGTON COMMUNITY EDUCATION, HOPKINS COMMUNITY EDUCATION, Investment-related? YES, Hours per month: 6-12HRS, During trading hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-01
  • S65 Uniform Investment Adviser Law Examination
    2011-09-01
Other Names
  • Terri Collymore

View on SEC IAPD

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