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John Henry Repass

Brookstone Wealth Advisors, LLC

Berlin, MD

CRD 1565887

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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
DE RA APPROVED 2021-10-25
MD RA APPROVED 2018-08-29
  • DE RA
    APPROVED
    Since 2021-10-25
  • MD RA
    APPROVED
    Since 2018-08-29

Branch Locations

9928 Old Ocean City Blvd. Suite 2, Berlin, MD 21811 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Services, Inc. Montpeller VT 03/2015 08/2018
Retirement Wealth Advisors Berlin MD 08/2018 Present
Key Advisors Group Of Maryland Berlin MD 03/2015 Present
Key Financial Services Berlin MD 04/2018 Present
Atlantic General Hospital Board Berlin MD 01/2015 Present
St. Mary'S Star Of The Sea Church Ocean City MD 11/2016 Present
Rire, Llc Berlin MD 05/2017 Present
  • 03/2015 → 08/2018
    Montpeller, VT
  • 08/2018 → Present
    Retirement Wealth Advisors
    Berlin, MD
  • 03/2015 → Present
    Key Advisors Group Of Maryland
    Berlin, MD
  • 04/2018 → Present
    Key Financial Services
    Berlin, MD
  • 01/2015 → Present
    Atlantic General Hospital Board
    Berlin, MD
  • 11/2016 → Present
    St. Mary'S Star Of The Sea Church
    Ocean City, MD
  • 05/2017 → Present
    Rire, Llc
    Berlin, MD
Previous Registrations
  • 2015-03-23 → 2018-08-16
    Lewes, DE
    Lewes, DE
    Berlin, MD
  • 2007-04-26 → 2015-03-16
    Salisbury, MD
  • 2005-05-26 → 2006-09-05
    Grove Point Investments, Llc
    Poolesville, MD
    Crofton, MD
    Poolesville, MD
  • 2004-07-13 → 2005-03-07
    M&T Securities, Inc.
    Cheektowaga, NY
  • 2002-02-21 → 2003-10-15
    Summit Financial Group Inc
    Poolesville, MD
Other Businesses

(1) KEY ADVISORS GROUP OF MARYLAND, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; AGENT; STARTED 03/2015; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT TO SELL FIXED INSURANCE AND ANNUITY PRODUCTS. (2) KEY FINANCIAL SERVICES; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; AGENT; STARTED 04/2018; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; DBA NAME FOR KEY ADVISORS GROUP OF MARYLAND. (3) ATLANTIC GENERAL HOSPITAL INVESTMENT BOARD; NON INVESTMENT RELATED; 9733 HEALTHWAY DRIVE, BERLIN, MD 21811; INVESTMENT HOLDING BOARD OF DIRECTORS; BOARD MEMBER; STARTED 01/2015; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF INVESTMENT BOARD FOR HOSPITAL TO DISCUSS AND VOTE ON INVESTMENT HOLDINGS. (4) ST. MARY'S STAR OF THE SEA HOLY SAVIOR CHURCH; NON INVESTMENT RELATED; 1705 PHILADELPHIA AVENUE; FINANCIAL BOARD OF DIRECTORS; BOARD MEMBER; STARTED 11/2016; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF INVESTMENT BOARD FOR CHURCH TO HELP OVERSEE CHURCH FINANCES. (5) RIRE LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2; BERLIN, MD 21811; FIXED INSURANCE SALES; PARTNER; STARTED 05/2017; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT TO SELL FIXED LIFE AND ANNUITY PRODUCTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-05
S65 Uniform Investment Adviser Law Examination 1995-04-03
  • S63 Uniform Securities Agent State Law Examination
    2015-06-05
  • S65 Uniform Investment Adviser Law Examination
    1995-04-03
Other Names
  • Matt Repass

View on SEC IAPD

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