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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-01 |
| MI | RA | APPROVED | 2025-07-31 |
Branch Locations
8050 Summerfield Rd Ste 1, Lambertville, MI 49267 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franz Financial Services | Ottawa Lake | MI | 12/2014 | Present |
| Brookstone Wealth Advisors | Wheaton | IL | 07/2025 | Present |
Franz Financial Services 8050 Summerfield Rd STE 1 Lambertville, MI 48144 Insurance Only (Annuities, Life Insurance) Position: Vice President Start: Dec 2014 40 hours per Month Assisting President in soliciting new business and servicing client accounts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
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