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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-03-05
  • WI RA
    APPROVED
    Since 2024-03-05

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
OrganizationCityStateFromTo
Independent Retirement Group Neenah WI 06/2018 Present
Big Rig Chrome Shop Oshkosh WI 01/2017 06/2018
Extreme Customs Oshksosh WI 06/2016 01/2017
  • 06/2018 → Present
    Independent Retirement Group
    Neenah, WI
  • 01/2017 → 06/2018
    Big Rig Chrome Shop
    Oshkosh, WI
  • 06/2016 → 01/2017
    Extreme Customs
    Oshksosh, WI
Other Businesses

InPower Investments Non-Investment Related 1760 American Dr. Neenah, WI 54956 Life and Health Insurance and Annuities Agent 06/2018 20 Hours I will be providing advice on Health, Life, and Annuities for sale to investment clients as it is crucial to understand and look at for a retirement plan

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-15
  • S65 Uniform Investment Adviser Law Examination
    2024-02-15

View on SEC IAPD

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