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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 | 2019-11-19 |
| PA | RA | APPROVED | 2019-11-13 |
Branch Locations
Toms River, NJ • 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 |
|---|---|---|---|---|
| Secure Investment Management | Tucson | AZ | 02/2016 | 11/2017 |
| Thomas Avellino | Toms River | NJ | 08/2009 | Present |
| Jd Mellberg Financial | Tucson | AZ | 04/2015 | Present |
| Horter Investment Management | Cincinnati | OH | 02/2018 | 04/2018 |
| Brookstone Capital Management | Wheaton | IL | 11/2019 | Present |
The Name of the other business: JD Mellberg Financial Investment Related?: Yes Address of other business: Tucson, AZ Nature of other business: Annuities, Insurance Sales Your position: Senior Direct Advisor Start Date: 04/2015 How many hours you devote to the other business per month: 220 How many hours you devote to the other business during securities trading hours: 130 Briefly describe your duties: Income planning and annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-21 |
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