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Karyn Michelle Rowe

Brookstone Wealth Advisors, LLC

Yakima, WA

CRD 7421071

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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
WA RA APPROVED 2021-08-04
  • WA RA
    APPROVED
    Since 2021-08-04

Branch Locations

Yakima, WA • 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, Llc Yakima WA 08/2021 Present
Northwest Farm Planning, Llc Dba Pera Yakima WA 08/2018 Present
Nw Farmer Stockman Spokane WA 02/2014 08/2018
  • 08/2021 → Present
    Retirement Wealth Advisors, Llc
    Yakima, WA
  • 08/2018 → Present
    Northwest Farm Planning, Llc Dba Pera
    Yakima, WA
  • 02/2014 → 08/2018
    Nw Farmer Stockman
    Spokane, WA
Other Businesses

Northwest Farm Planning, LLC DBA Public Employee Retirement Advisors (PERA); Investment Related; 4001 Emma Ln, Yakima, WA 98903; Investment Advisory and Insurance; Employee; Started 08/2018; 120 hours/month devoted; 120 hours/ month devoted during securities trading hours; offer investment advisory services and sale of insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-21
  • S65 Uniform Investment Adviser Law Examination
    2021-06-21
Other Names
  • Karyn Michelle Digioacchino
  • Karyn Michelle Sonsteng

View on SEC IAPD

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