Inactive

Luke Richard Bertke

Brookstone Capital Management LLC

CRD 6793516

Claim This Profile

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:

Current Employers

Brookstone Capital Management Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2021-11-01
TX	RA	APPROVED_RES	2021-10-29
OH	RA	APPROVED	2017-08-18

SC RA
APPROVED

Since 2021-11-01
TX RA
APPROVED_RES

Since 2021-10-29
OH RA
APPROVED

Since 2017-08-18

Branch Locations

2575 W Breese Rd, Lima, OH 45806 • United States

1065 Fairington Rd, Sidney, OH 45365 • 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

Organization	City	State	From	To
Eikenberry Retirement Planning	Sidney	OH	04/2017	Present
Leagers Insurance	Maria Stein	OH	06/2015	04/2017
Brookstone Capital Management	Wheaton	IL	04/2017	Present

04/2017 → Present

Eikenberry Retirement Planning

Sidney, OH
06/2015 → 04/2017

Leagers Insurance

Maria Stein, OH
04/2017 → Present

Brookstone Capital Management

Wheaton, IL

Other Businesses

Insurance Sales

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-17

S65 Uniform Investment Adviser Law Examination

2017-08-17

View on SEC IAPD

More in Lima, OH

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor