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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2014-05-12
  • UT RA
    APPROVED
    Since 2014-05-12

Branch Locations

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

475 N. 300 W. Suite 10, Kaysville, UT 84307 • United States

5663 Redwood Road Suite 2, Office 4, Taylorsville, UT 84123 • 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
Garret Ward - Dba Ward Marketing Solutions, Llc South Weber UT 10/2003 Present
Retirement Wealth Advisors, Inc South Weber MI 04/2014 Present
Ascension Mortgage South Weber UT 10/2003 02/2019
Sendoutcards South Weber UT 10/2003 10/2025
Comprehensive Financial Group Inc. South Weber UT 06/2014 01/2019
Ascension Mortgage Broker Cottonwood Heights UT 11/2020 07/2025
Sbg Advisory Group Taylorsville UT 01/2019 Present
Diversified Home Loans Logan UT 07/2025 Present
Teachers Pension Oakdale CA 10/2024 Present
  • 10/2003 → Present
    Garret Ward - Dba Ward Marketing Solutions, Llc
    South Weber, UT
  • 04/2014 → Present
    Retirement Wealth Advisors, Inc
    South Weber, MI
  • 10/2003 → 02/2019
    Ascension Mortgage
    South Weber, UT
  • 10/2003 → 10/2025
    Sendoutcards
    South Weber, UT
  • 06/2014 → 01/2019
    Comprehensive Financial Group Inc.
    South Weber, UT
  • 11/2020 → 07/2025
    Ascension Mortgage Broker
    Cottonwood Heights, UT
  • 01/2019 → Present
    Sbg Advisory Group
    Taylorsville, UT
  • 07/2025 → Present
    Diversified Home Loans
    Logan, UT
  • 10/2024 → Present
    Teachers Pension
    Oakdale, CA
Other Businesses

(1) Garret Ward DBA Ward Marketing Solutions, LLC, Investment Related, 7468 South 1450 E. South Weber UT 84405, Insurance Sales; Ower/ Self Employed, 10/2003 - Present, - Hours Dedicated: 80 Hrs/ Mo; 80 Hrs During Trading, Sell insurance and annuities (2) Diversified Home Loans 165 E 1400 N, Logan, UT 84341 Mortgage Broker, Loan Officer, 11/2020 - Present, 5-10 Hrs/ Mo/ 5-10 Hrs/Mo During Trading, Loan Originator/ Broker (3) SBG Advisory Group; Investment Related; 5663 Redwood Road, Suite 2, Office 4, Taylorsville, UT 84123; Insurance and Investment Advisory; Owner; Started 01/2019; 100+ hours/month devoted; All hours devoted during securities trading hours; offer sale of insurance products and investment advisory services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-09
  • S65 Uniform Investment Adviser Law Examination
    2014-05-09

View on SEC IAPD

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