Wesley Dean Burdette

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 09/2018
  Grace Capital Management, Llc
  Ft. Myers, FL
• 11/2011 → 09/2018
  Grace Tax Advisory Group, Llc
  Naples, FL
• 10/2018 → 12/2022
  Madison Avenue Securities, Llc
  San Diego, CA
• 10/2018 → 09/2023
  Pfs Wealth Management Group
  Naples, FL
• 01/2023 → 09/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2023 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 04/2021 → Present
  Monat Global Corp
  Naples, FL
• 04/2021 → Present
  Food, Travel, & Vine (Podcast)
  Naples, FL
• 08/2019 → Present
  Prudent Financial Services, Llc
  Naples, FL

Previous Registrations

• 2023-10-25 → 2024-01-24
  Impact Partnership Wealth, Llc
  Marietta, GA
  Naples, FL
• 2023-01-04 → 2023-09-28
  Ae Wealth Management, Llc
  Naples, FL
  Bayonne, NJ
• 2018-10-24 → 2022-12-31
  Madison Avenue Securities, Llc
  San Diego, CA
  Naples, FL
  Naples, FL
• 2015-06-09 → 2018-09-25
  Grace Capital Management, Llc
  Fort Myers, FL

Other Businesses

1.PRUDENT FINANCIAL SERVICES, LLC; YES INVESTMENT RELEATED; 5811 PELICAN BAY BLVD, STE 206 NAPLES, FL 34108; INSURANCE SALES; FOUNDER/OWNER/FINANCIAL ADVISOR; 08/2019; APPROX 80 HRS/MONTH; APPROX 60 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.FOOD, TRAVEL, & VINE (PODCAST); NOT INVESTMENT RELATED; 15723 MARCELLO CIRCLE, NAPLES, FL 34110; PODCAST; OWNER/HOST; 04/2021; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING. PODCAST TALKING ABOUT FOOD/TRAVEL. 3.MONAT GLOBAL CORP; NOT INVESTMENT RELATED; 15723 MARCELLO CIR, NAPLES, FL 34110; HAIRCARE; MARKET PARTNER; 4/2021; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; PROMOTING HAIR, SKIN, & VITAMIN PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-22
• S63 Uniform Securities Agent State Law Examination
  2002-09-05

Other Names

• Dean Burdette