RL
Robert M. Lester
BROOKSTONE WEALTH ADVISORS
ROSEVILLE, CA 95678
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CRD#: 4885592
RL
Robert Michael Lester JR.BROOKSTONE WEALTH ADVISORS
Professional summary
Robert Michael Lester JR., who also goes by Mike Lester, Robert Michael Lester, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Roseville, California and TALON LLC located in San Juan, .
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 7 firms and has passed the Series 65, Series 7TO, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Mike Lester | Robert Michael Lester
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) EPIC FINANCIAL GROUP, INC; Investment Related, Started 8/2003, Approx 15 hrs/mo, all during trading hours, Nature: SALE OF INSURANCE AND ANNUITY PRODUCTS; 11974 CR 101, SUITE 103 THE VILLAGES, FL 32162; Position: Owner, Duties: Sale of insurance an annuity products. 2) GUARDING YOUR NEST EGG RADIO SHOW; INVESTMENT RELATED; Started 10/2011, Approx 6 hrs/mo, none during trading hours, 11974 CR 101 SUITE 103 THE VILLAGES, FL 32162; OWNER/HOST; INVESTMENT TALK Radio SHOW COVERING CURRENT EVENTS AND GENERAL INVESTMENT INFORMATION - TALON WEALTH MANAGEMENT RELATED. Duties: Host of Radio show. 3) DORADO GROUP LLC; INVESTMENT RELATED; Started 8-2011, 11974 CR 101 SUITE 103 THE VILLAGES FL 32162; PRESIDENT; DORADO GROUP IS A REAL ESTATE HOLDING COMPANY; DUTIES INCLUDE COLLECTING RENTS, PAYING TAXES AND INSURANCE. HOURS DEDICATED: 1 HOUR/MONTH (0 DURING MARKET HOURS) 4) LAUREN PLAZA CONDO ASSOCIATION; NOT INVESTMENT RELATED; Started 3/2012, 11974 COUNTY ROAD 101 SUITE 103 THE VILLAGES FL 32162; CONDOMINIUM ASSOCIATION; SERVING AS VICE-PRESIDENT OF CONDO ASSOCIATION, DUTIES INCLUDE BUDGETS FOR COMMON AREA MAINTENANCE; HOURS DEDICATED: 1 HOUR /MONTH ( 0 DURING MARKET HOURS) 5) SHAREHOLDER OF RETIREMENT WEALTH ADVISORS, INC., INVESTMENT RELATED, Started 11-1-2018, Approx 1 hr/mo, none during trading hours, 89 IONIA AVE. NW, SUITE 600, GRAND RAPIDS, MI 49503; Position: Shareholder/MEMBER; Nature: RIA; Duties: Retirement Wealth Advisors is a RIA. We work with IAR's around the country and provide portfolios as well as marketing. Own 5%. 6) Talon Private Wealth, LLC, Investment related, Started 8/21/2018, Approx. 120 hrs/mo, all during trading hours, 11974 CR 101, #103, The Villages, FL 32162, Nature: Registered Investment Advisor operating in FL, GA, OK & CA, Position: Owner, Duties: I manage the RIA. We handle leads from the Guarding Your Nest Egg Radio Show and meet with clients and prospects in each state. We are fee based. 7) Brookstone Capital Management, LLC, Investment Related, Started 7/1/20, Approx 10 hrs/mo, all during trading hours, 1745 S. Naperville Rd., Wheaton, IL 60189, Nature: Turn Key Asset Management Platform and RIA, Position: Owner, Description: I own approx 2.6% of this company. My involvement is mostly passive. I anticipate I will attend company meetings and speak with advisors that work with this company. 8) Formula Folios, Investment Related, Started 11/1/2018, Approx. 10 hrs/mo, all during trading hours, 89 Ionia Ave. NW, Ste. 600, Grand Rapids, MI 49503, Nature: Turn-Key Asset Management Platform and RIA, Position: Owner, Duties: I owned approx 5% of Formula Folios which was the RIA I was an IAR of. Formula folios has now merged with Brookstone Capital Management, LLC. 9) Brookstone Insurance Group, LLC, Investment related, part owner, not actively involved with the exception of occasional board meetings. 10) Altruist Financial, LLC and Altruist LLC, State Date: 05/2021, Investment related, part owner, not actively involved with the exception of occasional board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Lester 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®
NoneExperience
Current
August 19, 2015 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 915 Highland Pointe Dr Ste 250, Roseville, CA 95678Office #2: 3526 N 163 Rd Plaza, Omaha, NE 68116Office #3: 7633 E 63rd Place, Third Floor, Tulsa, OK 74133Office #4: 50 Leanni Way, Palm Coast, FL 32137Office #5: 781 Ciara Creek Cove #1003, Longwood, FL 32750Office #6: 109 Nature Walk Parkway #102, St. Augustine, FL 32092Office #7: 11974 Cr 101 Suite 103, The Villages, FL 32162RIA
CRD#: 137658
ROSEVILLE, CA
Current
April 13, 2021 - Present
TALON LLC
Office #1: 151 Calle De San Francisco Suite 200, San Juan, PR 00901RIA
CRD#: 298714
SAN JUAN, PR
Past
June 11, 2024 - August 27, 2025
AAG CAPITAL, INC
BD
CRD#: 188
The Villages, FL
Past
July 29, 2019 - April 13, 2022
WORLD EQUITY GROUP, INC.
BD
CRD#: 29087
The Villages, FL
Past
May 7, 2014 - August 12, 2019
TAYLOR CAPITAL MANAGEMENT INC.
BD
CRD#: 43559
The Villages, FL
Past
January 30, 2012 - April 15, 2014
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
THE VILLAGES, FL
Past
October 20, 2005 - January 30, 2012
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
SUMMERFIELD, 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".
TL
TALON LLC
BLUE COLLAR DOLLAR | TALON WEALTH MANAGEMENT | TALON WEALTH | TALON PRIVATE WEALTH, LLC | TALON PRIVATE WEALTH | TALON LLC
CRD#: 298714 / SEC#: 801-114857
RIA
Registered Investment Advisory firm - (3/15/2019 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
California(12/23/2019)
IAR
Colorado(10/21/2021)
IAR
Florida(8/19/2015)
IAR
Iowa(10/25/2021)
IAR
Michigan(11/30/2023)
IAR
Montana(7/31/2024)
IAR
Nebraska(3/12/2024)
IAR
Oklahoma(1/13/2020)
IAR
Puerto Rico(8/6/2025)
IAR
Texas(10/20/2021)
IAR
Virginia(10/1/2015)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 6/11/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
TL
TALON LLC
BLUE COLLAR DOLLAR | TALON WEALTH MANAGEMENT | TALON WEALTH | TALON PRIVATE WEALTH, LLC | TALON PRIVATE WEALTH | TALON LLC
CRD#: 298714 / SEC#: 801-114857
RIA
Registered Investment Advisory firm - (3/15/2019 Approved)Loading...
Contact information
Main Address
151 Calle De San Francisco Suite 200, San Juan, PR 00901
Mailing Address
11974 County Road 101 Suite 103, The Villages, FL 32162
Phone number
(352) 751-3200
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,189 |
| AUM (Assets Under Management) | $ 1,060,316,193 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TALON LLC
CRD#: 298714Roseville, CA 95678TRUST BUT VERIFY
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