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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-01-11 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
9602 Coldwater Rd Suite 204, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millard Financial Group (Formerly Millard Advisors) | Craigville | IN | 04/2007 | Present |
| Neidiger, Tucker, Bruner Inc. | Englewood | CO | 12/2015 | 01/2018 |
| Brookstone Capital Management | Wheaton | IL | 01/2018 | Present |
INSURANCE SALES 65 HOURS MNONTH 1.Millard Financial Group, Life Ins and Annuities, principal, 0 trade per month 2007;2. Joshua L Millard, Life & health insurance, 0 trade per month 2007,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-21 |
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