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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-10-16 |
| OK | RA | APPROVED | 2020-10-16 |
| WI | RA | APPROVED | 2020-10-16 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Chanhassen, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 10/2020 | Present |
| Milestone Retirement Planning Service | Chanhassen | MN | 05/2014 | Present |
Senior Insurance Solutions, LLC/DBA/ Milestone retirement planning services, insurance sales, Investment Related, Proprietor Advisor, Retirement Planning Chanhassen MN, 40 hours a week. Milestone Insurance Marketing, LLC; yes; 1721 Valley Ridge Tr , Chanhassen, MN 55317; Social media annuity lead generation program. We market our lead program to insurance agents and advisors. Role as the president is marketing and support; Founder, President; Start date 3/1/26; 20-40 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
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