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Andy Mitkowski

Brookstone Wealth Advisors, LLC

Chicago, IL

Wheaton, IL

CRD 7600317

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Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

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 Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-30
  • IL RA
    APPROVED
    Since 2023-11-30

Branch Locations

1016 West Jackson Blvd Suite 691, Chicago, IL 60607 • United States

1745 S Naperville Rd 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
Elevated Capital Advisors, Llc Sandy UT 07/2022 11/2023
Blue Star Insurance And Financial Services Chicago IL 02/2020 Present
Bankers Life And Casualty Chicago IL 02/2019 02/2020
Abc Energy Solutions Chicago IL 06/2012 Present
Brookstone Wealth Advisors Wheaton IL 11/2023 Present
  • 07/2022 → 11/2023
    Sandy, UT
  • 02/2020 → Present
    Blue Star Insurance And Financial Services
    Chicago, IL
  • 02/2019 → 02/2020
    Bankers Life And Casualty
    Chicago, IL
  • 06/2012 → Present
    Abc Energy Solutions
    Chicago, IL
  • 11/2023 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Previous Registrations
Other Businesses

(1) Blue Star Insurance and Financial Services, Insurance portion not investment related, 5858 N Milwaukee Ave, Chicago IL, 60646, Insurance sales, Insurance agent, February 2020 to present, 40 hrs per week during trading hours. Assist clients with life insurance and other insurance products. (2) ABC Energy Solutions, non-investment related, 5864 n Milwaukee ave, Chicago IL, 60646, Energy broker, June 2012 to present, 2-4 hours per month on non-trading hours. Assisting residual clients with their energy procurements.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-27
  • S65 Uniform Investment Adviser Law Examination
    2022-05-27
Other Names
  • Andy Mitkowski
  • Andrzej Mitkowski

View on SEC IAPD

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