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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-11 |
| SD | RA | APPROVED | 2020-09-15 |
| CO | RA | APPROVED | 2020-09-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 09/2020 | Present |
| Martin Heritage Group, Llc | Loveland | CO | 03/2019 | Present |
| Premier Insurance Partners | Loveland | CO | 12/2018 | 12/2019 |
| American Income Life | Tempe | AZ | 05/2018 | 12/2018 |
| Teletech | Tempe | AZ | 10/2017 | 05/2018 |
| Allstate Financial, Llc | Sioux Falls | SD | 02/2016 | 09/2017 |
As the owner of Martin Heritage Group, LLC, we have two lines of distribution. We sale life insurance and annuities and we produce and promote financial literacy literature/seminars.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
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