Heather Lee Pariseau

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2016 → 06/2020
  Raymour & Flanigan
  Warwick, RI
• 03/2021 → 05/2021
  Colibri Day Spa
  Sarasota, FL
• 04/2021 → Present
  Vitality Investments
  Sarasota, FL
• 06/2020 → 03/2021
  Unemployed
  Sarasota, FL
• 12/2023 → Present
  Thermal Paper Usa
  Sarasota, FL

Previous Registrations

• 2022-09-01 → 2024-07-29
  Ae Wealth Management, Llc
  Sarasota, FL

Other Businesses

1.) Vitality Investments; Yes: Investment Related; 1990 Main Street, Suite 750 Sarasota, FL 34236; Investment Advisory Services; Operations Manager and Insurance Professional; April 2021; 50hrs/Mo; 50hrs/Mo during Security Trading Hours. Prepare and process customer applications, prepare for client meetings, generate meeting recaps, attend to client emails and phone calls. 2. Thermal Paper USA. Not Investment Related. 6490 Approach Road, Sarasota Florida. Business Owner. December 2023. Devote approximately 120 hours per month. Sales, Marketing, Consulting. Admin and books.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-01
• S63 Uniform Securities Agent State Law Examination
  2013-05-21