CM
Christopher S. Mcintire
BROOKSTONE CAPITAL MANAGEMENT LLC
Perrysburg, OH 43551
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CRD#: 4815432
CM
Professional summary
Christopher Shawn Mcintire, who also goes by Christopher S Mcintire, is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Perrysburg, Ohio.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Christopher has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher S Mcintire
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.
MCINTIRE RETIREMENT SERVICES:
BUSINESS ADDRESS:
900 W. SOUTH BOUNDARY ST, 3A (HOME OFFICE)
PERRYSBURG, OH 43551
622 � W. STATE STREET (SATELLITE OFFICE)
FREMONT, OH 43420
205 SE CATAWBA ROAD (SATELLITE OFFICE)
PORT CLINTON, OH 43551
NATURE OF BUSINESS: FINANCIAL PLANNING / RETIREMENT PLANNING
APPROX. # OF HOURS DEVOTED PER MONTH TO THE BUSINESS: 200 HOURS
DURING SECURITY EXCHANGE HOURS: 10 HOURS PER DAY
DUTIES DESCRIBED: FINANCIAL ADVISOR
3 Mentors Filed Marketing Organization - Insurance Agent/Independent Contractor. Sale of life and health insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Shawn Mcintire'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
November 18, 2015 - Present
BROOKSTONE CAPITAL MANAGEMENT LLC
Office #1: 900 Ws Boundary Street 3a, Perrysburg, OH, 43551Office #2: 205 Se Catawba Road, Unit C, Port Clinton, OH 43452Office #3: 101 S Front Street, Fremont, OH 43420RIA
CRD#: 141413
Perrysburg, OH
Past
January 15, 2013 - October 31, 2013
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
PERRYSBURG, OH
Past
November 29, 2007 - November 19, 2015
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
PERRYSBURG, OH
Past
October 19, 2007 - October 31, 2007
KALOS MANAGEMENT
RIA
CRD#: 133025
PONTE VEDRA BEACH, FL
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
Ohio(11/18/2015)
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.
