Joseph Paul Daly

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → Present
  Omh Partner Group
  Winfield, IL
• 03/2015 → 02/2024
  Brookstone Capital Management
  Wheaton, IL
• 02/2024 → Present
  Red Hawk Advisors, Inc.
  Bloomington, MN

Previous Registrations

• 2024-02-22 → 2024-08-01
  Redhawk Wealth Advisors, Inc.
  Winfield, IL
  Minneapolis, MN
• 2015-03-18 → 2024-02-21
  Brookstone Capital Management Llc
  Wheaton, IL
  Wheaton, IL
  Glen Ellyn, IL
  Frisco, TX
  Winfield, IL
• 2010-08-23 → 2015-03-18
  Redhawk Wealth Advisors, Inc.
  Wheaton, IL
• 2008-10-01 → 2010-08-19
  Horter Investment Management, Llc
  Winfield, IL

Other Businesses

1. OMH PARTNER GROUP. INVESTMENT RELATED. START DATE: 1/1/2006. PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE. PROVIDES FINANCIAL AID PLANNING SERVICES ALONG WITH RETIREMENT PLANNING SERVICES. 20 HOURS/MONTH OUTSIDE OF SECURITIES TRADING HOURS DURING OCTOBER AND NOVEMBER. 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-29
• S63 Uniform Securities Agent State Law Examination
  1995-12-01

Other Names

• Paul Daly
• Joseph Paul Daly