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Barbara Stroup Stewart

Brookstone Wealth Advisors, LLC

Wheaton, IL

Overland Park, KS

CRD 1415062

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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
LA RA APPROVED 2022-04-06
FL RA APPROVED 2022-04-04
KS RA APPROVED 2022-03-11
  • LA RA
    APPROVED
    Since 2022-04-06
  • FL RA
    APPROVED
    Since 2022-04-04
  • KS RA
    APPROVED
    Since 2022-03-11

Branch Locations

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

4551 W. 107Th St., Suite 310, Overland Park, KS 66207 • 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
Brookstone Wealth Advisors Wheaton IL 03/2022 Present
Amerilife Benefits / Ias Overland Park KS 08/2020 02/2022
Cno Financial Group Carmel IN 04/2012 03/2017
Unemployed Carmel IN 03/2017 07/2018
Amerilife Group / Ias Clearwater FL 07/2018 08/2020
Amerilife Benefits / Ias Overland Park KS 03/2022 Present
  • 03/2022 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
  • 08/2020 → 02/2022
    Amerilife Benefits / Ias
    Overland Park, KS
  • 04/2012 → 03/2017
    Cno Financial Group
    Carmel, IN
  • 03/2017 → 07/2018
    Unemployed
    Carmel, IN
  • 07/2018 → 08/2020
    Amerilife Group / Ias
    Clearwater, FL
  • 03/2022 → Present
    Amerilife Benefits / Ias
    Overland Park, KS
Previous Registrations
  • 2004-01-30 → 2005-10-14
    Ameriprise Advisor Services, Inc.
    Kansas City, MO
Other Businesses

AmeriLife Benefits investment related 4551 W. 107th St., Suite 310, Overland Park, KS 66207 Employee Benefits Insurance Agency President Market employee benefits, and retirement services to plan sponsors of 403(b) and 457 Plans 08/2018 160 hours/month 160 hours/month Lead the employee benefits business and strategic direction of the retirement services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
S66 Uniform Combined State Law Examination 2002-11-09
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18
  • S66 Uniform Combined State Law Examination
    2002-11-09
Designations
  • Certified Financial Planner
Other Names
  • Barbara A Stroup
  • Barbara A Stroup

View on SEC IAPD

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