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Adam Anthony Helwich

Brookstone Capital Management LLC

Mokena, IL

Wheaton, IL

CRD 5053965

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Employer firm

Brookstone Capital Management LLC CRD 141413

$12.8B regulatory AUM 35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Brookstone Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APP_PEND_IARCE 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

9405 Bormet Drive, #8, Mokena, IL 60448 • 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
Brookstone Capital Management, Llc Wheaton IL 10/2015 Present
Previous Registrations
  • 2011-02-22 → 2015-10-27
    Homer Glen, Il, IL
  • 2011-01-05 → 2011-02-08
    Workman Securities Corporation
    Eden Prairie, MN
    Homer Glen, IL
Other Businesses

ADAM HELWICH/ HOMER GLEN, IL 60491/ OWNER/ SINCE 2004/ INVESTMENT RELATED/ INDEPENDENT INSURANCE AGENCY/ DETERMINE CUSTOMER NEEDS FOR AND SALES OF FIXED INSURANCE PRODUCTS/ 40 PER MONTH DEVOTED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-27
S63 Uniform Securities Agent State Law Examination 2006-03-03
  • S65 Uniform Investment Adviser Law Examination
    2010-12-27
  • S63 Uniform Securities Agent State Law Examination
    2006-03-03

View on SEC IAPD

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