Bart Andrew Newman Mr
Investment Adviser Representative at Brookstone Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bart Andrew Newman is an investment adviser representative with Brookstone Capital Management LLC in Vernon Hills, IL, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 5 firms, including IAMS Wealth Management, LLC and Secure Investment Management, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Specialized Advisors LLCMar 2019 – Oct 2019Dallas, TX
- Secure Investment ManagementDec 2019 – Sep 2022Tucson, AZ
- IAMS Wealth ManagementOct 2022 – Sep 2024Omaha, NE
- Independent Insurance AgentMay 2004 – no end date reportedLake Forest, IL
- Brookstone Capital ManagementSep 2024 – no end date reportedWheaton, IL
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brookstone Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Integrated advisor technology portal, turnkey and open-architecture investment solutions (including CFA-designed RAISE core models), comprehensive advisor training programs (including the PASS series and Inspire National Conference), turnkey marketing solutions (including digital hybrid marketing and Facebook ad campaigns), financial planning support, and back-office management.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 338
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Wheaton, IL
- SEC file number:
- 801-68010
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bart Andrew Newman Mr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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