Ian Paul Greer
Investment adviser representative at Brookstone Capital Management LLC
10 yearsExperience
3 statesRegistered 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 LLCJul 2026 to now
- Strategic Asset PreservationJul 2025 to now
- Triple C Car DetailingFeb 2022 to May 2025
- University of Iowa Recreational ServicesFeb 2022 to May 2025
- Synergy GymnasticsAug 2021 to May 2022
- Eyas GymnasticsFeb 2021 to Aug 2021
- Fareway Meat and GroceryAug 2017 to Aug 2021
- StudentJul 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (IA, MN, WI).
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
- 8306778
- Firm CRD
- 141413