Jeremiah Joel Smith

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:

Current Employers

Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-19
WI	RA	APPROVED	2015-08-31

TX RA
APPROVED

Since 2021-10-19
WI RA
APPROVED

Since 2015-08-31

Branch Locations

1020 Centerpoint Dr, Ste 100, Stevens Point, WI 54481 • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Retirement Wealth Advisors	Wausau	WI	08/2015	Present
Point Wealth	Wausau	WI	08/2015	10/2020
Jeremiah Smith: Independent Agent	Wausau	WI	02/2008	Present
American Retirement Institute	Wausau	WI	06/2019	Present
Northern Way Wealth Management	Wausau	WI	10/2020	Present

08/2015 → Present

Retirement Wealth Advisors

Wausau, WI
08/2015 → 10/2020

Point Wealth

Wausau, WI
02/2008 → Present

Jeremiah Smith: Independent Agent

Wausau, WI
06/2019 → Present

American Retirement Institute

Wausau, WI
10/2020 → Present

Northern Way Wealth Management

Wausau, WI

Previous Registrations

2014-04-09 → 2015-09-14

Midwest Professional Planners, Ltd.

Wausau, WI
2013-11-20 → 2014-04-02

Mml Investors Services, Llc

Minneapolis, MN

Schofield, WI
2012-10-30 → 2013-10-22

Northwestern Mutual Investment Services, Llc

Marshfield, WI

Wausau, WI

Other Businesses

1) JEREMIAH SMITH; INVESTMENT RELATED; 151577 KINGFISHER LN, SUITE B, WAUSAU, WI 54401; INSURANCE; OWNER; STARTED 02/2008; 60 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; SOLE PROPRIETOR SELLING LIFE, ANNUITIES, LTC, AND DISABILITY INSURANCE USING MULTIPLE COMPANIES 2) NORTHERN WAY WEALTH MANAGEMENT; INVESTMENT RELATED; 151577 KINGFISHER LN, SUITE B, WAUSAU, WI 54401; INVESTMENT ADVISORY; OWNER; STARTED 08/2015; 40 HOURS/WEEK DEVOTED; 40 HOURS/WEEK DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES. 3) AMERICAN RETIREMENT INSTITUTE, INVESTMENT RELATED; 151577 KINGFISHER LN, SUITE B, WAUSAU, WI 54401; RETIREMENT COURSES; INSTRUCTOR; STARTED 06/2019; 4 HOURS PER MONTH DEVOTED; 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSTRUCTOR FOR RETIREMENT COURSES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-10-26
S63	Uniform Securities Agent State Law Examination	2008-01-18

S65 Uniform Investment Adviser Law Examination

2012-10-26
S63 Uniform Securities Agent State Law Examination

2008-01-18

Designations

Certified Financial Planner

Other Names

Jere Joel Smith

View on SEC IAPD