Michael R. Kren

BROOKSTONE WEALTH ADVISORS

Strongsville, OH

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CRD#: 5598381

Professional summary

Michael Ryan Kren is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Strongsville, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 4 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) 01/2014 - PRESENT, MICHAEL KREN - OWNER/SOLE PROPRIETOR/CONCEAL CARRY WEAPONS INSTRUCTOR FIREARMS INSTRUCTION HOURS DEDICATED: 4/MONTH 2) 01/2013 - PRESENT, BLUE ROCK FINANCIAL SERVICES, OFFICER/INSURANCE SALES, HOURS DEDICATED: 15/WEEK 3) 02/2012 - PRESENT, OHIO NATIONAL FINANCIAL SERVICES, OWNER/CAREER AGENT/INSURANCE SALES, HOURS DEDICATED: 10/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ryan Kren'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

June 4, 2014 - Present

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Strongsville, OH

Past

April 20, 2012 - July 24, 2014

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

EASTLAKE, OH

Past

March 23, 2012 - July 24, 2014

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

STRONGSVILLE, OH

Past

December 24, 2008 - April 15, 2011

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

STRONGSVILLE, OH

Past

October 15, 2008 - April 15, 2011

PRUCO SECURITIES, LLC.

CRD#: 5685

STRONGSVILLE, OH

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

Ohio
(6/4/2014)

IAR

Texas
(10/20/2021)

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 65

Date: 10/24/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/14/2008

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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Michael R. Kren

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ryan Kren's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2008

Series 6

Date: 10/14/2008

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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