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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-10-29 |
| OH | RA | APPROVED | 2016-10-25 |
Branch Locations
6641 N. High Street, Suite 200, Worthington, OH 43085 • 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 |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 03/2012 | 10/2016 |
| Young Wealth Management | Worthington | OH | 04/2013 | Present |
| Brookstone Capital Management | Wheaton | IL | 10/2016 | Present |
Comprehensive financial planning services that sometimes include the sale of insurance products such as life insurance, long term care, annuities, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-22 |
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