Nancy Williams Schilreff

Employer firm

Brookstone Capital Management LLC CRD 141413

$12.8B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 09/2016
  Secure Investment Management, Llc
  Tucson, AZ
• 09/2016 → 07/2017
  Client One Securities, Llc
  Knoxville, TN
• 11/2014 → Present
  Schilreff & Associates
  Knoxville, TN
• 07/2015 → 05/2018
  Horter Investment Management
  Cincinnati, OH
• 05/2018 → Present
  Brookstone Capital Management
  Wheaton, IL

Previous Registrations

• 2017-07-12 → 2018-05-15
  Horter Investment Management, Llc
  Knoxville, TN
  Cincinnati, OH
• 2016-09-28 → 2017-07-03
  Creativeone Securities, Llc
  Knoxville, TN
  Overland Park, KS
• 2015-01-21 → 2016-10-05
  Secure Investment Management, Llc
  Knoxville, TN
  Tucson, AZ
  Knoxville, TN

Other Businesses

The Name of the other business: Schilreff & Associates Investment Related?: Yes Address of other business: 865 Ebenezer Road Knoxville, TN Nature of other business: Insurance Your position: Vice President Start Date: 3/01/2005 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 70 Briefly describe your duties: Insurance Services Insurance is used to meet the specific needs and objectives of certain clients, such as lifetime income, LTC, Inherited IRAs or guaranteed gains without losses. Products used are life insurance, fixed, indexed or immediate annuities and long-term care policies.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-08

Other Names

• Nancy Williams Elliott
• Nancy Williams Schilreff