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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-01
MI RA APPROVED 2025-07-31
  • OH RA
    APPROVED
    Since 2025-08-01
  • MI RA
    APPROVED
    Since 2025-07-31

Branch Locations

8050 Summerfield Rd Ste 1, Lambertville, MI 49267 • 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
OrganizationCityStateFromTo
Franz Financial Services Ottawa Lake MI 12/2014 Present
Brookstone Wealth Advisors Wheaton IL 07/2025 Present
  • 12/2014 → Present
    Franz Financial Services
    Ottawa Lake, MI
  • 07/2025 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Other Businesses

Franz Financial Services 8050 Summerfield Rd STE 1 Lambertville, MI 48144 Insurance Only (Annuities, Life Insurance) Position: Vice President Start: Dec 2014 40 hours per Month Assisting President in soliciting new business and servicing client accounts

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-09
  • S65 Uniform Investment Adviser Law Examination
    2025-06-09
Other Names
  • Jennifer Nichole Beaubien
  • Jennifer Nichole Lee
  • Jennifer Franz

View on SEC IAPD

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