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Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-01-10 |
| MO | RA | APPROVED | 2023-01-10 |
Branch Locations
7500 Colege Blvd Fl 5, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Cliff Carter Lpc / The Anxiety And Trauma Treatment Center Llc | Overland Park | KS | 08/2014 | Present |
| Lpl Financial Llc | Overland Park | KS | 06/2022 | 01/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 01/2023 | Present |
1) 6/2022- The Anxiety and Trauma Treatment Center LLC- Owner / Professional Counselor- non-inv. related- Overland Park, KS 66210- start date 9/7/2020- 60hrs/mth 2) 6/2022- Fixed Life Insurance and Annuity Sales Agent -20 hrs month - non-inv. related Overland Park KS 66210- start date 6/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-12 |
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