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DB

Darrell E. Bryant

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CRD#: 1494991
DB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Darrell Eugene Bryant was a registered financial professional .

Darrell is a previously registered financial professional and started their career in finance in 1987. Darrell had worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
1) 11/2011 - PRESENT, D.BRYANT RETIREMENT STRATEGIES, LLC, 3526 N 163RD PLAZA OMAHA, NE 68116. PRESIDENT - FIXED ANNUITIES, DISABILITY, HEALTH, LIFE AND LONG TERM CARE, IAR DBA; HOURS DEDICATED: 50/WEEK (50/WEEK DURING TRADING HOURS) 2) 03/2010 - PRESENT, A.S.P.E.N., 3526 N. 163RD PLAZA OMAHA, NE 68116, OWNER / BUILDING OWNERSHIP ONLY, HOURS DEDICATED: 0 (0 DURING TRADING HOURS) 3) 06/2014 - PRESENT, IMPACT PUBLIC SPEAKING, 3526 N 163RD PLAZA OMAHA, NE 68116, PARTICIPANT - PUBLIC SPEAKING ON ADVISER BEST PRACTICES, ABOUT 3-4 TIMES PER YEAR, HOURS DEDICATED: 0-2 HOURS PER MONTH (0-2 HOURS PER MONTH DURING TRADING HOURS)

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 15, 2014 - December 31, 2022

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
OMAHA, NE
Past

September 25, 2012 - July 23, 2014

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
OMAHA, NE
Past

November 13, 2009 - November 30, 2011

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
OMAHA, NE
Past

April 4, 2008 - December 21, 2009

KALOS CAPITAL, INC.

BD
CRD#: 44337
VALLEY, NE
Past

September 23, 2002 - April 3, 2008

NEW ENGLAND SECURITIES

BD
CRD#: 615
OMAHA, NE
Past

November 7, 1995 - October 31, 2002

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

August 31, 1995 - November 1, 1995

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

September 30, 1994 - September 7, 1995

FIRST LINCOLN INVESTMENTS, INC.

BD
CRD#: 7076
LINCOLN, NE
Past

July 6, 1994 - October 24, 1994

FIRSTIER SECURITIES, INC.

BD
CRD#: 17714
Past

May 8, 1992 - August 24, 1994

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA
Past

September 9, 1991 - April 7, 1992

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 9, 1991 - April 7, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

July 30, 1991 - August 30, 1991

BMA FINANCIAL SERVICES, INC.

BD
CRD#: 7943
KANSAS CITY, MO
Past

June 11, 1987 - December 31, 1989

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

June 11, 1987 - May 29, 1991

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/23/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
244

SEC notice filing (52 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658

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