Dylan Schroeder

Current Employers

Brookstone Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-06-21

WI RA
APPROVED

Since 2023-06-21

Branch Locations

Neenah, WI • United States

1745 S Naperville Rd 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
Brookstone Wealth Advisors	Wheaton	IL	06/2023	Present
Independent Retirement Group	Neenah	WI	07/2019	06/2023
Navitus	Appleton	WI	01/2018	07/2019
The New Dermatology Group	Appletom	WI	06/2017	01/2018
Aspirus	Appletin	WI	01/2017	06/2017
Theda Care	Appleton	WI	06/2013	01/2017

06/2023 → Present

Brookstone Wealth Advisors

Wheaton, IL
07/2019 → 06/2023

Independent Retirement Group

Neenah, WI
01/2018 → 07/2019

Navitus

Appleton, WI
06/2017 → 01/2018

The New Dermatology Group

Appletom, WI
01/2017 → 06/2017

Aspirus

Appletin, WI
06/2013 → 01/2017

Theda Care

Appleton, WI

Other Businesses

Independent Retirement Group focused on life and health and other insurance related products at 1760 American dr Neenah WI 54956. I am affiliated with the company as a self employed broker as a planner. I started doing this in July of 2019 working 20-40 hours a week depending on the time of year. I manage client accounts and answer any of the questions they have in relation to the insurance policies they have, I also sell them other products that would fit their needs.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-16

S65 Uniform Investment Adviser Law Examination

2023-05-16