Best Investors Account Sign in
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

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-18
AL RA APPROVED 2026-08-13
GA RA APPROVED 2018-07-12
  • SC RA
    APPROVED
    Since 2026-08-18
  • AL RA
    APPROVED
    Since 2026-08-13
  • GA RA
    APPROVED
    Since 2018-07-12

Branch Locations

3550 George Busbee Pkwy, Kennesaw, GA 30144 • United States

5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States

10000 Avalon Boulevard Suite 760, Alpharetta, GA 30009 • United States

3235 Satelite Blvd Building 400, Suite 300, Duluth, GA 30096 • United States

320 West Lanier Ave Suite 200, Fayetteville, GA 30214 • United States

1775 Parker Rd Se Building C, Suite 210, Conyers, GA 30094 • 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
OrganizationCityStateFromTo
Retirement Wealth Advisors Alpharetta GA 06/2018 Present
Hoffman Financial Group Alpharetta GA 05/2014 Present
  • 06/2018 → Present
    Retirement Wealth Advisors
    Alpharetta, GA
  • 05/2014 → Present
    Hoffman Financial Group
    Alpharetta, GA
Other Businesses

HOFFMAN FINANCIAL GROUP; INVESTMENT RELATED; 10000 AVALON BOULEVARD, SUITE 760, ALPHARETTA, GA 30009; INSURANCE AND INVESTMENT ADVISORY; REGISTERED REP; STARTED 05/2014; 240 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE INSURANCE ANALYSIS/ PRODUCT SALES AND INVESTMENT ADVISORY SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-21
  • S65 Uniform Investment Adviser Law Examination
    2017-12-21
Other Names
  • Kyle Allyn

View on SEC IAPD

More in Kennesaw, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor