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RIA / WealthAdvisorCertified Financial Planner31 years in industry

ROBERT RONALD COURSER

Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC

WHEATON, IL | Grand Rapids, MI

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Search this name across graphsid dfx:ria:a25628e7-69ef-3059-888d-b6ba9541fc83

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 3, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROOKSTONE CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 7
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 26, 1994
First registration: May 3, 1999
Dual registered: no
Other names: RON COURSER
IAPD individual key: 2552567

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jan 2, 2020	n/a	yes	WHEATON, IL\|Grand Rapids, MI	Current employment
KALOS MANAGEMENT	Former SEC adviser	Feb 1, 2008	Jan 2, 2020	no	PONTE VEDRA BEACH, FL\|GRAND RAPIDS, MI	Previous registration
INTERVEST INTERNATIONAL, INC.	Former SEC adviser	Mar 28, 2006	Feb 4, 2008	no	COLORADO SPRINGS, CO\|GRAND RAPIDS, MI	Previous registration
INTERVEST INTERNATIONAL, INC.	Former SEC adviser	Apr 25, 2003	Mar 16, 2006	no	GRAND RAPIDS, MI	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	May 3, 1999	Apr 30, 2003	no	GRAND RAPIDS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KALOS MANAGEMENT	BROOKSTONE CAPITAL MANAGEMENT LLC	Jan 2, 2020	Jan 2, 2020	0	Firm change	Ibd to RIA
INTERVEST INTERNATIONAL, INC.	KALOS MANAGEMENT	Feb 4, 2008	Feb 1, 2008	-3	Firm change	Other
PARK AVENUE SECURITIES LLC	INTERVEST INTERNATIONAL, INC.	Apr 30, 2003	Apr 25, 2003	-5	Firm change	Other

Relationships

Registered with (4)

→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 2, 2020 to presentfactForm ADV
→ KALOS MANAGEMENTRegistered adviserregistration: previous registration
Feb 1, 2008 to Jan 2, 2020factForm ADV
→ INTERVEST INTERNATIONAL, INC.Registered adviserregistration: previous registration
Mar 28, 2006 to Feb 4, 2008factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
May 3, 1999 to Apr 30, 2003factForm ADV

Dated events

No dated event names this entity yet.