KK
Kevin R. Kusleika
BROOKSTONE CAPITAL MANAGEMENT LLC
BENNINGTON, NE
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CRD#: 2876413
KK
Professional summary
Kevin Randall Kusleika, who also goes by Kevin R Kusleika, is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Bennington, Nebraska.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kevin has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin R Kusleika
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.
ACTS AS AN INDEPENDENT CONTRACTOR OF VARIOUS INSURANCE COMPANIES FOR PERSONAL INSURANCE SALES IN ADDITION TO EMPLOYMENT AT FINANCIAL BROKERAGE, INC. THE ACTIVITY IS INSURANCE (LIFE & HEALTH LICENSE) AND INVESTMENT RELATED. WHEN CONDUCTING PERSONAL SALES, THE ADDRESS IS 7209 NORTH 153RD CIRCLE, BENNINGTON, NE 68007. THE ACTIVITY IS PERSONAL INSURANCE SALES SINCE AUGUST 2007 ACTING IN A SELF-EMPLOYED CAPACITY APPROXIMATE AMOUNT OF TIME SPENT EACH MONTH IS ESTIMATED AT 12-15 HOURS DURING NON-TRADING HOURS. DUTIES MAINLY INCLUDE SALES PROSPECTING, MEETING NEW CLIENTS AND SELLING FIXED LIFE, ANNUITY, AND LONG-TERM CARE INSURANCE AND ASSETS UNDER MANAGEMENT.
Nova Fitness Equipment; 4511 S 119th Circle, Omaha, NE 68137; President & Owner; Oversee day to day operations, sells & services fitness equipment in the B2B space, some retail./home customers as well; start date 3/2017; not investment related; not raising capital; 120 hrs per month; compensated via salary/dividends
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Randall Kusleika's 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®
NoneExperience
Current
August 25, 2015 - Present
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
BENNINGTON, NE
Past
March 27, 2015 - August 25, 2015
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
OMAHA, NE
Past
August 30, 2007 - January 6, 2015
FB ADVISORS, INC.
RIA
CRD#: 144488
OMAHA, NE
Past
January 1, 2004 - December 31, 2005
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
May 8, 1997 - January 1, 2004
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
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".
BC
BROOKSTONE CAPITAL MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
CRD#: 141413 / SEC#: 801-68010
RIA
Registered Investment Advisory firm - (6/20/2007 Approved)Arizona
Registered Investment Advisory firm - (6/25/2007 Terminated)Arkansas
Registered Investment Advisory firm - (7/3/2007 Terminated)California
Registered Investment Advisory firm - (6/26/2007 Terminated)Illinois
Registered Investment Advisory firm - (6/20/2007 Terminated)Indiana
Registered Investment Advisory firm - (6/25/2007 Terminated)Nevada
Registered Investment Advisory firm - (7/19/2007 Terminated)Ohio
Registered Investment Advisory firm - (6/25/2007 Terminated)Oklahoma
Registered Investment Advisory firm - (6/20/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Tennessee
Registered Investment Advisory firm - (7/25/2007 Terminated)Texas
Registered Investment Advisory firm - (6/25/2007 Terminated)Virginia
Registered Investment Advisory firm - (7/6/2007 Terminated)Washington
Registered Investment Advisory firm - (6/25/2007 Terminated)Wisconsin
Registered Investment Advisory firm - (6/25/2007 Terminated)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
Nebraska(8/25/2015)
IAR
North Carolina(3/6/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BC
BROOKSTONE CAPITAL MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
CRD#: 141413 / SEC#: 801-68010
RIA
Registered Investment Advisory firm - (6/20/2007 Approved)Arizona
Registered Investment Advisory firm - (6/25/2007 Terminated)Arkansas
Registered Investment Advisory firm - (7/3/2007 Terminated)California
Registered Investment Advisory firm - (6/26/2007 Terminated)Illinois
Registered Investment Advisory firm - (6/20/2007 Terminated)Indiana
Registered Investment Advisory firm - (6/25/2007 Terminated)Nevada
Registered Investment Advisory firm - (7/19/2007 Terminated)Ohio
Registered Investment Advisory firm - (6/25/2007 Terminated)Oklahoma
Registered Investment Advisory firm - (6/20/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Tennessee
Registered Investment Advisory firm - (7/25/2007 Terminated)Texas
Registered Investment Advisory firm - (6/25/2007 Terminated)Virginia
Registered Investment Advisory firm - (7/6/2007 Terminated)Washington
Registered Investment Advisory firm - (6/25/2007 Terminated)Wisconsin
Registered Investment Advisory firm - (6/25/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 S. Naperville Road Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
395
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 73,650 |
| AUM (Assets Under Management) | $ 10,409,137,908 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
