William Mark Peterson

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

• 09/2008 → Present
  Brookstone Capital Management
  Wheaton, IL
• 10/2006 → Present
  William Peterson
  Pioneer, CA

Other Businesses

WILLIAM PETERSON, PO BOX 26, 16570 MEADOW VISTA DRIVE, PIONEER, CA 95666 SELF-EMPLOYED, LIFE/HEALTH INSURANCE SALES- INVESTMENT RELATED. LONE STAR SCRIPT CARE. ENROLLING PEOPLE INTO THE PROGRAM AND APPLYING TO RX MANUFACTURERS FOR FINANCIAL ASSISTANCE. PRECIOUS METAL SALES THRU USGSA. ABOUT TWO HOURS A MONTH RECIEVING COMMISSIONS. START 11/06, 100 HOURS/MONTH DUTIES: CLIENT ACQUISITION, RESEARCH TO DETERMINE SUITABLE PRODUCTS, SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-29

Other Names

• William Peterson