HS
Hans E. Scheil
BROOKSTONE CAPITAL MANAGEMENT LLC
Durham, NC 27713
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CRD#: 3003556
HS
Professional summary
Hans Eckart Scheil JR, CFP®, ChFC®, CLU®, who also goes by John Scheil Jr, is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Durham, North Carolina.
Hans is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Hans has worked at 8 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Scheil Jr
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) H.E. SCHEIL & ASSOCIATES, INC.; CEO/INSURANCE AGENT; Durham, NC; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS; 11/2016.
CRS (Client Relationship Summary) - RIA
Click below to view Hans Eckart Scheil JR'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®
CFP®
Start date: 2010
Experience
Current
June 3, 2021 - Present
BROOKSTONE CAPITAL MANAGEMENT LLC
Office #1: 2530 Meridian Parkway Suite 300, Durham, NC 27713RIA
CRD#: 141413
Durham, NC
Past
July 30, 2013 - May 25, 2021
GRADIENT INVESTMENTS, LLC
RIA
CRD#: 141726
DURHAM, NC
Past
February 20, 2013 - May 25, 2021
CARDINAL RETIREMENT PLANNING, INC.
RIA
CRD#: 166545
DURHAM, NC
Past
February 15, 2011 - February 19, 2013
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
CARY, NC
Past
January 18, 2005 - March 15, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 13787
CARY, NC
Past
January 18, 2005 - March 15, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
CARY, NC
Past
June 10, 2002 - January 3, 2005
AFS BROKERAGE, INC.
BD
CRD#: 25924
AUSTIN, TX
Past
August 5, 1998 - June 10, 2002
CONSECO SECURITIES, INC.
BD
CRD#: 29367
CARMEL, IN
Past
March 24, 1998 - August 5, 1998
CONSECO FINANCIAL SERVICES, INC.
BD
CRD#: 629
CARMEL, IN
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
California(12/6/2023)
IAR
Florida(5/18/2022)
IAR
Georgia(7/26/2024)
IAR
Louisiana(6/29/2023)
IAR
Massachusetts(6/25/2024)
IAR
New York(12/6/2023)
IAR
North Carolina(6/3/2021)
IAR
Pennsylvania(12/6/2023)
IAR
South Carolina(6/18/2021)
IAR
Texas(6/18/2021)
IAR
Virginia(12/6/2023)
IAR
Washington(12/6/2023)
Exams
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.
Company Information
BROOKSTONE CAPITAL MANAGEMENT LLC
CRD#: 141413Durham, NC 27713TRUST BUT VERIFY
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