Best Investors
Account
Sign in
Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-27 |
Reach out to this advisor