Thomas Richard Young

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

• 07/2014 → 03/2019
  Kaizen Advisory, Llc
  Wheaton, IL
• 03/2016 → 03/2019
  Imst Distributors
  Wheaton, IL
• 03/2021 → Present
  Brookstone Capital Management
  Wheaton, IL
• 04/2019 → 10/2019
  Retired/Unemployed
  Naperville, IL
• 10/2019 → Present
  Prepare Institute
  Naperville, IL
• 07/2020 → Present
  Try Enterprises, Inc
  Naperville, IL

Previous Registrations

• 2016-01-21 → 2019-04-23
  Kaizen Advisory, Llc
  Wheaton, IL
• 2012-06-01 → 2016-01-14
  Brookstone Capital Management Llc
  Naperville, IL
  Wheaton, IL
• 2013-08-21 → 2014-10-02
  Zega Financial, Llc
  Naperville, IL
  Palm Beach Gardens, FL
• 2012-01-09 → 2012-06-11
  Concordius Capital Advisors
  St Petersburg, FL

Other Businesses

1. Insurance business, spend 5 hrs per month 2. Consult with the PREPARE Institute, they provide retirement instruction. I assist in recruiting advisers..5 hrs per month 3. Consult to Shield Global Partners, non investment related. 10 hrs per month. 4. TRY Tax Planning, LLC 2204 Grove Ct Naperville, IL 60563, Owner, Tax prep and planning, start 2/1/23, 20 hours per month, compensated by return or hourly rate

Exams

• S66 Uniform Combined State Law Examination
  2012-01-06

Other Names

• Tom Young
• Thomas R Young