AF
AF

Antonio Michael Filippone

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
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Location

6653 Weaver Rd., Suite 114, Rockford, IL, 61114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Antonio owns Rockford Retirement Planning, Inc., offering insurance products and investment advisory services, dedicating nearly full-time hours to it. He also teaches adult education classes at Rock Valley Community College, assists clients with trust-related services at Family Estate Docs, instructs retirement-based educational courses at White Glove, and owns Antonio Filippone Coaching, creating and marketing courses on insurance-driven advisory practices.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Horter Investment Management, LLC
August 2016 - February 2019 · 2 yrs 6 mos
Redhawk Wealth Advisors, INC.
January 2015 - August 2016 · 1 yr 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Antonio Michael Filippone - Financial Advisor | TrueAdvisor