Garrett Michael Groebner

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

• 06/2010 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 03/2014 → Present
  Brookstone Capital Management
  Wheaton, IL

Previous Registrations

• 2013-12-19 → 2013-12-31
  On Investment Management Co
  Lind Lakes, MN
  Cincinnati, OH

Other Businesses

1) WISCONSIN FINANCIAL GROUP; INVESTMENT RELATED; 2923 MARKETPLACE DRIVE, SUITE 210 MADISON, WI 53719' LIFE INSURANCE SALES; SALES; 06/01/2012; THE SALE OF TERM AND WHOLE LIFE INSURANCE; 60 HOURS PER MONTH ( 50 HOURS DURING MARKET HOURS; PRESENTING AND SELLINT TERM AND WHOLE LIFE INSURANCE TO MY CLIENTS. 2)ALLIANZ LIFE; INVESTMENT RELATED; 5701 GOLDEN HILLS DR. MINNEAPOLIS MN 55416; INDEXED ANNUITIES SALES; SALES; START DATE: 06/01/2010; NO OBLIGATION BUT CHOOSE TO SELL INDEXED; 40 HOURS PER MONTH ( 40 HOURS DURING TRADE HOURS); PRESENTING AND SELLING INDEXED ANNUITIES TO MY CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-11
• S63 Uniform Securities Agent State Law Examination
  2012-06-29

Other Names

• Garrett Groebner