Best Investors Account Sign in
Inactive

Benjamin Robert Kleck

Brookstone Capital Management LLC

Palm Harbor, FL

Wheaton, IL

Claim This Profile
Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-08
  • FL RA
    APPROVED
    Since 2024-08-08

Branch Locations

2706 Alt. 19 N. Suite No. 303, Palm Harbor, FL 34683 • United States

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Miami FL 08/2021 04/2023
Washington State University Pullman WA 08/2020 07/2021
City Of Dayton Dayton WA 04/2020 08/2020
Washington State University Pullman WA 08/2019 04/2020
Wine Valley Golf Club Walla Walla WA 05/2019 08/2019
Washington State University Pullman WA 08/2018 07/2019
F.V. Puget Gig Harbor WA 05/2018 08/2018
Washington State University Pullman WA 08/2017 05/2018
Walla Walla Grain Growers Walla Walla WA 07/2017 08/2017
Dayton High School Dayton WA 09/2016 07/2017
Dayton High School Dayton WA 07/2016 09/2016
Trinity Wealth Securities, Llc Miami FL 05/2022 04/2023
Td Bank N.A. Coral Gables FL 05/2023 10/2023
Td Private Client Wealth Llc Coral Gables FL 05/2023 10/2023
Nike Inc. Miami FL 01/2024 04/2024
Costanzo Financial Advisors Palm Harbor FL 05/2024 Present
  • 08/2021 → 04/2023
    Florida Financial Advisors
    Miami, FL
  • 08/2020 → 07/2021
    Washington State University
    Pullman, WA
  • 04/2020 → 08/2020
    City Of Dayton
    Dayton, WA
  • 08/2019 → 04/2020
    Washington State University
    Pullman, WA
  • 05/2019 → 08/2019
    Wine Valley Golf Club
    Walla Walla, WA
  • 08/2018 → 07/2019
    Washington State University
    Pullman, WA
  • 05/2018 → 08/2018
    F.V. Puget
    Gig Harbor, WA
  • 08/2017 → 05/2018
    Washington State University
    Pullman, WA
  • 07/2017 → 08/2017
    Walla Walla Grain Growers
    Walla Walla, WA
  • 09/2016 → 07/2017
    Dayton High School
    Dayton, WA
  • 07/2016 → 09/2016
    Dayton High School
    Dayton, WA
  • 05/2022 → 04/2023
    Trinity Wealth Securities, Llc
    Miami, FL
  • 05/2023 → 10/2023
    Td Bank N.A.
    Coral Gables, FL
  • 05/2023 → 10/2023
    Td Private Client Wealth Llc
    Coral Gables, FL
  • 01/2024 → 04/2024
    Nike Inc.
    Miami, FL
  • 05/2024 → Present
    Costanzo Financial Advisors
    Palm Harbor, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-22
  • S65 Uniform Investment Adviser Law Examination
    2021-07-22
Other Names
  • Benjamin Robert Kleck
  • Benjamin R Kleck
  • Benjamin Kleck

View on SEC IAPD

Other Firms

LATITUDE ADVISORS, LLC
CATHY A. WAGNER, CFP, RIA
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.

Other Investors

SEAN MICHAEL DAVIS
KELSEY WAGNER STOCKHAUSEN
CATHY ANN WAGNER
ISABELLA ROLDAN
KAREN A WINTERS
Kimberly M Williams
ANA C LULE
ANN MARIE HOLDER

Other Offices

LATITUDE ADVISORS, LLC · PALM HARBOR, FL
CATHY A. WAGNER, CFP, RIA · PALM HARBOR, FL
OSAIC WEALTH, INC. · PALM HARBOR, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PALM HARBOR, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PALM HARBOR, FL
CETERA INVESTMENT ADVISERS LLC · PALM HARBOR, FL
WELLS FARGO CLEARING SERVICES, LLC · PALM HARBOR, FL
BROOKSTONE CAPITAL MANAGEMENT LLC · palm harbor, FL

More in Palm Harbor, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor