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Stephen Albert Morris

Brookstone Capital Management LLC

Lincoln, NE

Wheaton, IL

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Current Employers
Brookstone Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2018-06-26
  • NE RA
    APPROVED
    Since 2018-06-26

Branch Locations

8233 Sunridge Cir, Lincoln, NE 68505 • United States

1745 S. Naperville Road 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
Resources Planning Linclon NE 08/1990 Present
Barrington Capital Mgmt, Inc Algonquin IL 09/2015 01/2017
Onpointe Advisory And Financial Services, Llc Petaluma CA 02/2017 12/2017
Brookstone Capital Management Wheaton IL 06/2018 Present
  • 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
Other Names
  • Steve Morris
  • Stephen A Morris
  • Stephen Albert Morris

View on SEC IAPD

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Other Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT
JEREMY MICHAEL ROBSON
SCOTT RAYMOND FARMEN
JEFFREY BRIAN FERN
MICHAEL EUGENE SHOEMAKER
GARY LEON PETTITT

Other Offices

AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
U.S. BANCORP ADVISORS, LLC · Lincoln, NE

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