Stephen Albert Morris

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

• 08/1990 → Present
  Resources Planning
  Linclon, NE
• 09/2015 → 01/2017
  Barrington Capital Mgmt, Inc
  Algonquin, IL
• 02/2017 → 12/2017
  Onpointe Advisory And Financial Services, Llc
  Petaluma, CA
• 06/2018 → Present
  Brookstone Capital Management
  Wheaton, IL

Previous Registrations

• 2017-02-27 → 2017-12-31
  Onpointe Advisory And Financial Services, Llc
  Lincoln, NE
  Petaluma, CA
• 2015-09-09 → 2017-01-27
  Barrington Capital Management Inc
  Lincoln, NE
• 2007-02-01 → 2011-12-31
  Barrington Capital Management Inc
  Lincoln, NE

Other Businesses

RESOURCES PLANNING COMPANY (LIFE PLANNING FOR PERSONS WITH DISABILITIES) ESTATE PLANNING SERVICES, INSURANCE AND ANNUITY SALES. PRESIDENT 1990 TO PRESENT

Designations

• Certified Financial Planner

Other Names

• Steve Morris
• Stephen A Morris
• Stephen Albert Morris