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Cheryl Lavonne Daugherty

Brookstone Wealth Advisors, LLC

Evansville, IN

CRD 6820178

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Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

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 Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-10-06
IN RA APPROVED 2019-09-13
  • NC RA
    APPROVED
    Since 2021-10-06
  • IN RA
    APPROVED
    Since 2019-09-13

Branch Locations

2309 W. Franklin Street, Evansville, IN 47712 • 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
Centennial Wealth Evansville IN 09/2013 Present
Retirement Wealth Advisors, Inc Evansville IN 09/2019 Present
Regal Investment Advisors, Llc Evansville IN 06/2017 09/2019
The Eagle Team Financial Pros Woodbury MN 02/2014 Present
Legacylock Evansville IN 05/2020 Present
  • 09/2013 → Present
    Centennial Wealth
    Evansville, IN
  • 09/2019 → Present
    Retirement Wealth Advisors, Inc
    Evansville, IN
  • 06/2017 → 09/2019
    Evansville, IN
  • 02/2014 → Present
    The Eagle Team Financial Pros
    Woodbury, MN
  • 05/2020 → Present
    Legacylock
    Evansville, IN
Previous Registrations
Other Businesses

CENTENNIAL WEALTH SERVICES LLC; INVESTMENT RELATED; 401 N. WEINBACH AVENUE, STE. D, EVANSVILLE IN 47711; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 09/2013; 230/HOURS MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. THE EAGLE TEAM FINANCIAL PROS; INVESTMENT RELATED; 563 BIELENBURG PARKWAY, WOODBURY MN 55125; INSURANCE; INSURANCE AGENT; STARTED 02/2014; 115 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. LEGACYLOCK; NON INVESTMENT RELATED; 401 N. WEINBACH AVE., STE. D, EVANSVILLE, IN 47711; ESTATE PLANNING; ADMINISTRATOR; STARTED 05/2020; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDING ADMINISTRATOR SERVICES FOR ESTATE PLANNING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-23
  • S65 Uniform Investment Adviser Law Examination
    2017-05-23
Other Names
  • Cheryl L Stocker
  • Cheryl L Market

View on SEC IAPD

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