CK
Conrad S. Kunkel
BROOKSTONE CAPITAL MANAGEMENT LLC
Chapel Hill, NC 27514
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CRD#: 5127641
CK
Professional summary
Conrad Stephen Kunkel, who also goes by Conrad S Kunkel, is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Chapel Hill, North Carolina.
Conrad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Conrad has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Conrad S Kunkel
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.
GPS FINANCIAL STRATEGIES - OWNER - BEGAN 2/2003 - COUNSEL INDIVIDUALS, FAMILIES AND BUSINESS OWNERS ON MAXIMIZING THEIR FINANCIAL SECURITY. THIS MAY INVOLVE THE SALES OF FIXED INSURANCE,ANNUITY PRODUCTS AND LTC. HOURS VARY APPROX 50 HRS PER MONTH SOME DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Conrad Stephen Kunkel'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
December 15, 2015 - Present
BROOKSTONE CAPITAL MANAGEMENT LLC
Office #1: 1829 East Franklin Street #700-a, Chapel Hill, NC 27514RIA
CRD#: 141413
Chapel Hill, NC
Past
October 17, 2013 - December 16, 2015
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
CHAPEL HILL, NC
Past
September 2, 2010 - October 18, 2013
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
CHAPEL HILL, NC
Past
September 2, 2010 - October 18, 2013
G. A. REPPLE & COMPANY
BD
CRD#: 17486
CHAPEL HILL, NC
Past
January 27, 2009 - August 10, 2010
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
CHAPEL HILL, NC
Past
January 27, 2009 - August 10, 2010
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
CHAPEL HILL, NC
Past
May 9, 2008 - December 31, 2008
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
CHAPEL HILL, NC
Past
May 9, 2008 - December 31, 2008
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CHAPEL HILL, NC
Past
December 14, 2006 - May 1, 2008
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
CHAPEL HILL, NC
Past
August 22, 2006 - May 1, 2008
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
CHAPEL HILL, NC
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
North Carolina(12/15/2015)
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#: 141413Chapel Hill, NC 27514TRUST BUT VERIFY
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