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Brian Robert Korienek

Goldstone Financial Group, LLC

Oakbrook Terrace, IL

Franklin, TN

CRD 6109357

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Employer firm

Goldstone Financial Group, LLC CRD 222520

$1.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldstone Financial Group, Llc

18W140 Butterfield Road 16Th Floor, Oakbrook Terrace, IL 60181 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-02-28
IL RA APPROVED 2016-05-10
  • TN RA
    APPROVED
    Since 2023-02-28
  • IL RA
    APPROVED
    Since 2016-05-10

Branch Locations

18W140 Butterfield Road 16Th Floor, Oakbrook Terrace, IL 60181 • United States

725 Cool Springs Suite 600, Franklin, TN 37067 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Tcm Securities Inc. Woodstock GA 02/2014 04/2018
Goldstone Financial Group Oakbrook Terrace IL 02/2014 Present
Goldstone Financial Group, Llc Oakbrook Terrace IL 05/2016 Present
  • 02/2014 → 04/2018
    Tcm Securities Inc.
    Woodstock, GA
  • 02/2014 → Present
    Goldstone Financial Group
    Oakbrook Terrace, IL
  • 05/2016 → Present
    Oakbrook Terrace, IL
Previous Registrations
Other Businesses

LICENSED INSURANCE AGENT OFFERING LIFE, HEALTH, AND FIXED ANNUITIES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-18
  • S66 Uniform Combined State Law Examination
    2012-12-18

View on SEC IAPD

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