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RIA / WealthAdvisor47 years in industry

SUSAN CHARLSON MCNAMARA MUSIL

Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC

WHEATON, IL | Melbourne, FL

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Search this name across graphsid dfx:ria:b9097a7d-ed42-8eaf-a0b6-e147598dfcd8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 26, 2005 to Sep 14, 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: Sep 18, 1979earliest registration or exam on IAPD
Years in industry: 47derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Sep 18, 1979
First registration: Aug 26, 2005
Dual registered: no
Other names: SUSAN CHARLSON MCNAMARA|SUSAN CHARLSON|SUSAN CHARLSON MCNAMARA MUSIL|SUSAN CHARLSON MCNAMARA MUSIL
IAPD individual key: 603569

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	Dec 14, 2018	n/a	yes	WHEATON, IL\|Melbourne, FL	Current employment
VANN EQUITY MANAGEMENT LLC	Independent wealth	Jun 12, 2015	Mar 29, 2019	no	MELBOURNE, FL\|MELBOURNE, FL	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jan 17, 2013	May 15, 2015	no	MELBOURNE, FL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jun 12, 2008	Dec 31, 2012	no	MELBOURNE, FL\|RED OAK, IA\|OMAHA, NE\|NEVADA, IA\|OMAHA, NE	Previous registration
SMITH HAYES ADVISERS INC	Former SEC adviser	Aug 26, 2005	Sep 27, 2007	no	LINCOLN, NE\|OMAHA, NE\|OMAHA, NE	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
VANN EQUITY MANAGEMENT LLC	BROOKSTONE CAPITAL MANAGEMENT LLC	Mar 29, 2019	Dec 14, 2018	-105	Firm change after gap	RIA to RIA
HORTER INVESTMENT MANAGEMENT, LLC	VANN EQUITY MANAGEMENT LLC	May 15, 2015	Jun 12, 2015	28	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	HORTER INVESTMENT MANAGEMENT, LLC	Dec 31, 2012	Jan 17, 2013	17	Firm change	Other
SMITH HAYES ADVISERS INC	VOYA FINANCIAL ADVISORS, INC.	Sep 27, 2007	Jun 12, 2008	259	Firm change	Other

Relationships

Registered with (5)

→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Dec 14, 2018 to presentfactForm ADV
→ VANN EQUITY MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 12, 2015 to Mar 29, 2019factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 17, 2013 to May 15, 2015factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 12, 2008 to Dec 31, 2012factForm ADV
→ SMITH HAYES ADVISERS INCRegistered adviserregistration: previous registration
Aug 26, 2005 to Sep 27, 2007factForm ADV

Dated events

No dated event names this entity yet.