BS

Barbara S. Stewart

BROOKSTONE WEALTH ADVISORS
Overland Park, KS 66207
Some features on this profile are disabled
CRD#: 1415062
BS

Professional summary


Barbara Stroup Stewart, CFP®, who also goes by Barbara A Stroup, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Overland Park, Kansas.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Barbara has worked at 7 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Barbara A Stroup

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Barbara Stroup Stewart's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

Experience


Current

March 11, 2022 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 4551 W. 107th St., Suite 310, Overland Park, KS 66207
RIA
CRD#: 137658
Overland Park, KS
Past

March 17, 2008 - April 27, 2012

BLC FINANCIAL SERVICES, INC.

BD
CRD#: 126638
CHICAGO, IL
Past

January 17, 2006 - December 10, 2007

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN
Past

January 30, 2004 - October 14, 2005

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
KANSAS CITY, MO
Past

January 29, 2004 - October 14, 2005

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

April 25, 2001 - July 8, 2004

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

April 18, 1989 - April 20, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 18, 1989 - April 20, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/4/2022)
IAR
Kansas
(3/11/2022)
IAR
Louisiana
(4/6/2022)

Exams


State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 11/9/2002
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)
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Contact information


Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
247

SEC notice filing (52 States and Territories)


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0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658Overland Park, KS 66207

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