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Xiaoxiao Zhang

Brookstone Wealth Advisors, LLC

Sunnyvale, CA

Wheaton, IL

CRD 8200386

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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
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

Sunnyvale, CA • 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
Swing Education Concord CA 08/2024 11/2025
Kindercare Education Lake Oswego OR 06/2023 06/2024
Lenovo Group Beijing 01/2016 12/2019
N/A Prague 01/2020 02/2021
Smart Karma Singapore 03/2021 05/2023
Brookstone Wealth Advisor Wheaton IL 12/2025 Present
  • 08/2024 → 11/2025
    Swing Education
    Concord, CA
  • 06/2023 → 06/2024
    Kindercare Education
    Lake Oswego, OR
  • 01/2016 → 12/2019
    Lenovo Group
    Beijing
  • 01/2020 → 02/2021
    N/A
    Prague
  • 03/2021 → 05/2023
    Smart Karma
    Singapore
  • 12/2025 → Present
    Brookstone Wealth Advisor
    Wheaton, IL
Other Businesses

Techtrust.ai : investment related; address: Seldeneckstraße 36, 76185 Karlsruhe, Germany, advisor that support the platform connects VCs with startups, share insights on emerging technology trends in bay area, since Nov 2024, approximately 5 hours per week. Smartkarma: investment related; address: 79 Robinson Road, 07-01 Bridge+. Singapore 068897, Collaborative marketplace for Asian investment research; Independent insight provider that provide investment insight and financial research on Chinese tehnolgoy firms to institutional investors; since Mar 2021; approximately 5 hours per week

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-04
S65 Uniform Investment Adviser Law Examination 2025-07-14
  • S63 Uniform Securities Agent State Law Examination
    2025-10-04
  • S65 Uniform Investment Adviser Law Examination
    2025-07-14
Other Names
  • Evelyn Zhang

View on SEC IAPD

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