DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Chandra Ellen Halverson

Brookstone Capital Management LLCindependent RIAWheaton, IlIA-onlyIAPD 4318309

Feed of 09/14/2026

Also filed as Chandra Ellen Lounsbury

At current firm

0 y

since Dec 16, 2025

In the industry

20 y

since Sep 11, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Brookstone Capital Management LLC independent RIA current
since Dec 16, 2025 · Wheaton, Il
Strategic Wealth Investment Group, LLC independent RIA
Feb 24, 2025 to Jul 9, 2025 · Jenks, Ok
Creative Planning Institutional Advisors, LLC institutional
Oct 6, 2022 to Jun 13, 2024 · Jenks, Ok
Bok Financial Advisors BD affiliated
Jan 8, 2014 to Jun 3, 2022 · Prior Lake, Mn
Advisornet Wealth Partners independent RIA
Apr 23, 2012 to Dec 5, 2012 · Minnetonka, Mn
Cetera Advisor Networks LLC former
Apr 16, 2012 to Aug 6, 2013 · Minnetonka, Mn

Moves

a registration end followed by a registration begin elsewhere

Strategic Wealth Investment Group, LLC to Brookstone Capital Management LLC
left Jul 9, 2025, registered Dec 16, 2025 (160 days) · RIA to RIA
Creative Planning Institutional Advisors, LLC to Strategic Wealth Investment Group, LLC
left Jun 13, 2024, registered Feb 24, 2025 (256 days) · Other
Bok Financial Advisors to Creative Planning Institutional Advisors, LLC
left Jun 3, 2022, registered Oct 6, 2022 (125 days) · Other
Cetera Advisor Networks LLC to Advisornet Wealth Partners
left Aug 6, 2013, registered Apr 23, 2012 (-470 days) · Other
Advisornet Wealth Partners to Bok Financial Advisors
left Dec 5, 2012, registered Jan 8, 2014 (399 days) · Other

Signals

Chandra Ellen Halverson left Strategic Wealth Investment Group, Llc for Brookstone Capital Management Llc (registered 2025-12-16)
Jul 9, 2025 · Advisor changed firm · fact
Chandra Ellen Halverson left Creative Planning Institutional Advisors, Llc for Strategic Wealth Investment Group, Llc (registered 2025-02-24)
Jun 13, 2024 · Advisor changed firm · fact
Chandra Ellen Halverson left Bok Financial Advisors for Creative Planning Institutional Advisors, Llc (registered 2022-10-06)
Jun 3, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address