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Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
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