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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-03-31 |
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 |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 03/2023 | Present |
| Jd Mellberg Financial | Tuscan | AZ | 11/2019 | Present |
| Wealth Planners Of America | San Antonio | TX | 02/2014 | 11/2019 |
the name of the other business; JD Mellberg Financial whether the business is investment-related; No, it's Annuity and Insurance Related the address of the other business;3067 W Ina Rd, Tuscan AZ 85741 ( Although I operate in MN/WI) the nature of the other business; Fixed Indexed Annuity and Life Insurance Producer your position; Producer title, or relationship with the other business; Agent the start date of your relationship; 11/19/2019 the approximate number of hours/month you devote to the other business; 90 the number of hours you devote to the other business during securities trading hours; 90 and briefly describe your duties relating to the other business; I meet with prospective clients and analyze their Annuity and Insurance needs and make recommendations based on the clients individual needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
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