Anthony Ivan Wheeler
Investment adviser representative at Brookstone Capital Management LLC
10 yearsExperience
1 stateRegistered in
$12.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Brookstone Capital Management LLCFeb 2024 to now
- Fis Brokerage & Securities Services LLCSep 2021 to Feb 2024
- UnemployedAug 2020 to Sep 2021
- Edward JonesDec 2019 to Aug 2020
- UnemployedJun 2019 to Dec 2019
- Old Second National BankNov 2018 to Jun 2019
- The First National Bank In AmboyJul 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Brookstone Capital Management LLC
$12.8BAssets managed
54,845Clients
327Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7203963
- Firm CRD
- 141413