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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| PA | RA | APPROVED | 2016-06-29 |
Branch Locations
407 Electric Avenue, Lewistown, PA 17044 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiscal Fit Financial Services | Reedsville | PA | 06/1994 | Present |
| Brookstone Wealth Advisors | Reddsville | PA | 06/2016 | Present |
FISCAL FIT FINANCIAL SERVICES, INVESTMENT RELATED, PA 17044 - STARTED JUNE 1994; SOLE PROPRIETORSHIP; INSURANCE SALES (ANNUITIES AND LIFE); 60 HOURS A WEEK (40 HOURS A WEEK DURING TRADING HOURS). INSURANCE, ANNUITY SALES, AND SECURITIES. Tax preparation for individuals, Non investment related. Stated Nov 2001. Approximately 10 hours a month but up to 25 hours during tax season.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
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