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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-27
IL RA APPROVED 2014-03-17
  • MI RA
    APPROVED
    Since 2025-01-27
  • IL RA
    APPROVED
    Since 2014-03-17

Branch Locations

2001 Butterfield Road Suite 501, Downers Grove, IL 60515 • United States

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

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Retirement Wealth Advisors, Inc Jenison MI 02/2014 Present
The Bjf Properties Llc Glen Ellyn IL 04/2013 Present
Alpha Wealth Group Oakbrook Terrace IL 02/2014 Present
Illinois Retirement Institute, Llc Oakbrook Terrace IL 10/2017 Present
  • 02/2014 → Present
    Retirement Wealth Advisors, Inc
    Jenison, MI
  • 04/2013 → Present
    The Bjf Properties Llc
    Glen Ellyn, IL
  • 02/2014 → Present
    Alpha Wealth Group
    Oakbrook Terrace, IL
  • 10/2017 → Present
    Illinois Retirement Institute, Llc
    Oakbrook Terrace, IL
Previous Registrations
  • 2010-09-28 → 2012-12-31
    Alpha Wealth Group
    Oakbrook Terrace, IL
    Schaumburg, Il 60195, IL
    Chicago, IL
  • 2006-06-15 → 2011-11-16
    Ken Stern & Associates Inc
    Oakbrook Terrace, IL
Other Businesses

1) 08/2012 - PRESENT, ALPHA WEALTH GROUP, 1815 S. MEYERS RD. OAKBROOK TERRACE, IL 60181, EXECUTIVE OFFICER, INSURANCE SALES, FIX ANNUITIES HOURS DEDICATED: 20-30/WEEK (20-30/WEEK DURING TRADING HOURS) 2) 01/2014 - PRESENT, BJF PROPERTIES LLC, GLEN ELLYN, ILLINOIS, OWNS ONE COMMERCIAL AND ONE RESIDENTIAL PROPERTY. NEITHER MANAGE NOR OVERSEE/TAXES & PAPERWORK HELP. HOURS DEDICATED: 0-1/WEEK (0-1/WEEK DURING TRADING HOURS) 3) 10/2017 - Present, Illinois Retirement Institute, LLC, not investment related 1815 S. MEYERS RD. OAKBROOK TERRACE, IL 60181, educational retirement workshops, 20 hrs/mo 6 hrs/mo during trading; conducting classes presenting information on taxes, market risk, estate planning and asset protection for pre-retirees and retirees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-07
S63 Uniform Securities Agent State Law Examination 1995-01-30
  • S65 Uniform Investment Adviser Law Examination
    2006-02-07
  • S63 Uniform Securities Agent State Law Examination
    1995-01-30
Other Names
  • Thomas R Fortino
  • Tom Fortino

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