Anita L. Lester

BROOKSTONE WEALTH ADVISORS

Gurnee, IL 60031

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CRD#: 4478199

Professional summary

Anita Louise Lester, who also goes by Anita L Lester, Anita Lester Wolfe, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Gurnee, Illinois.

Anita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Anita has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anita L Lester | Anita Lester Wolfe

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. ALL FINANCIAL GROUP, 2/1999 to present agent selling health life and fixed annuities, Gurnee IL- 2. WEALTH MANAGEMENT-FINANCIAL ADVISOR-2/1999--DBA FOR SECURITIES BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anita Louise Lester'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®

None

Experience

Current

October 27, 2021 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 6615 Grand Ave #180, Gurnee, IL 60031

RIA

CRD#: 137658

Gurnee, IL

Past

October 12, 2018 - October 27, 2021

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Chicago, IL

Past

July 26, 2013 - October 11, 2018

BFC PLANNING, INC.

RIA

CRD#: 119682

CHICAGO, IL

Past

July 26, 2013 - October 11, 2018

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

CHICAGO, IL

Past

August 31, 2011 - August 3, 2013

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

CHICAGO, IL

Past

April 28, 2008 - September 29, 2011

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

CHICAGO, IL

Past

April 25, 2008 - September 29, 2011

J.W. COLE FINANCIAL, INC.

CRD#: 124583

CHICAGO, IL

Past

October 16, 2007 - April 25, 2008

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

GURNEE, IL

Past

January 8, 2005 - April 25, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

GURNEE, IL

Past

September 9, 2004 - December 16, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

January 9, 2004 - September 7, 2004

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

May 8, 2002 - January 12, 2004

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

December 5, 2001 - March 14, 2002

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

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".

BROOKSTONE WEALTH ADVISORS, LLC

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
(10/2/2023)

IAR

Illinois
(10/27/2021)

IAR

Wisconsin
(10/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/1/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/29/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/4/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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.

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Anita L. Lester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anita Louise Lester's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH WATCH ADVISORS, INC

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CONCORDE INVESTMENT SERVICES, LLC

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PARK AVENUE SECURITIES LLC

PRINCIPAL SECURITIES, INC.

NYLIFE SECURITIES LLC

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2007

Series 63

Date: 11/29/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2006

Series 6

Date: 12/4/2001

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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