Carl David Woolston

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

• 03/2008 → 05/2019
  Will2Learn Inc
  Bountiful, UT
• 03/2019 → Present
  Momentum Maximizer, Llc, D/B/A Thrive Retirement Planning
  Farmington, UT
• 06/2019 → 10/2020
  Ars Investment Advisors, Llc
  Bountiful, UT
• 11/2020 → Present
  Retirement Wealth Advisors, Llc
  Farmington, UT
• 02/2002 → 12/2023
  Health & Wellness, Llc
  Bountiful, UT

Previous Registrations

• 2019-06-27 → 2020-10-28
  Ars Investment Advisors, Inc.
  Kaysville, UT

Other Businesses

MOMENTUM MAXIMIZER, LLC, D/B/A THRIVE RETIREMENT PLANNING; INVESTMENT RELATED; 262 NORTH UNIVERSITY AVE, FARMINGTON, UT 84025; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 03/2019; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-19