Best Investors Account Sign in
Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-01-06
  • UT RA
    APPROVED
    Since 2026-01-06

Branch Locations

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

1010 N 500 E Ste 200, North Salt Lake, UT 84054 • 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
Unemployed Bountiful UT 12/2015 12/2017
Papa John's Pizza North Salt Lake UT 12/2017 06/2018
Bruno's Landscaping North Salt Lake UT 06/2018 09/2018
Unemployed Bountiful UT 09/2018 06/2019
Bruno's Landscaping North Salt Lake UT 06/2019 09/2019
Davis School District Bountiful UT 09/2019 02/2020
Unemployed Bountiful UT 02/2020 06/2020
Fedex Ground North Salt Lake UT 06/2020 08/2020
Church Of Jesus Christ Of Latter-Day Saints Denver CO 09/2020 09/2022
Hello Communications Bountiful UT 09/2022 10/2022
Top Flight Logistics North Salt Lake UT 10/2022 11/2022
Hill And Mehr Heating And Air Conditioning Kaysville UT 11/2022 12/2022
Brd Pest Solutions Orem UT 01/2023 08/2023
Thrive Retirement Planning North Salt Lake UT 08/2023 Present
Utah Valley University Orem UT 01/2023 Present
  • 12/2015 → 12/2017
    Unemployed
    Bountiful, UT
  • 12/2017 → 06/2018
    Papa John's Pizza
    North Salt Lake, UT
  • 06/2018 → 09/2018
    Bruno's Landscaping
    North Salt Lake, UT
  • 09/2018 → 06/2019
    Unemployed
    Bountiful, UT
  • 06/2019 → 09/2019
    Bruno's Landscaping
    North Salt Lake, UT
  • 09/2019 → 02/2020
    Davis School District
    Bountiful, UT
  • 02/2020 → 06/2020
    Unemployed
    Bountiful, UT
  • 06/2020 → 08/2020
    Fedex Ground
    North Salt Lake, UT
  • 09/2020 → 09/2022
    Church Of Jesus Christ Of Latter-Day Saints
    Denver, CO
  • 09/2022 → 10/2022
    Hello Communications
    Bountiful, UT
  • 10/2022 → 11/2022
    Top Flight Logistics
    North Salt Lake, UT
  • 11/2022 → 12/2022
    Hill And Mehr Heating And Air Conditioning
    Kaysville, UT
  • 01/2023 → 08/2023
    Brd Pest Solutions
    Orem, UT
  • 08/2023 → Present
    Thrive Retirement Planning
    North Salt Lake, UT
  • 01/2023 → Present
    Utah Valley University
    Orem, UT
Other Businesses

I assist Carl Woolston with the servicing of client annuities. I am life and health insurance licensed for the state of Utah. I don't currently sell products directly to clients but focus on assisting the advisor Carl, here at Thrive Retirement Planning. The other business called Whitney and Associates. It is investment related and we operate out of the some office 1010 N 500 E Ste 200, North Salt Lake, UT 84054. My position in this capacity is currently as an assistant to the advisor Carl. I've been an assistant to Carl since August 1, 2023. Insurance focused activities take about 15 hours per month, all occurring during trading hours. I assist with index changes on annuity policies, as well as coordination with clients, and other tasks.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-20
  • S65 Uniform Investment Adviser Law Examination
    2025-11-20
Other Names
  • Seth Woolston

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wheaton, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor