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Brookstone Capital Management LLC CRD 141413
$12.8B regulatory AUM 35 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-04-06 |
| UT | RA | APPROVED | 2020-04-06 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R & P Wealth Advisors | Woods Cross | UT | 06/2014 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 10/2016 | 03/2020 |
| Brookstone Capital Managment | Wheaton | IL | 04/2020 | Present |
The Name of the other business: R & P Wealth Advisors Investment Related?: Yes Address of other business: 2985 South Morgan Valley Drive, Morgan, UT 84050 Nature of other business: Life and Annuities Your position: Marvin is Owner Start Date: 06/2014 How many hours you devote to the other business per month: 40 to 60 How many hours you devote to the other business during securities trading hours: 40 to 60 Briefly describe your duties: Agent selling Life insurance and annuities. Meeting with clients and reviewing their plans.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-08 |
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