Ronald Bradford Cook

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

• 05/2011 → Present
  Cook Tax And Retirement Services
  Plainville, MA
• 04/2015 → Present
  Retirement Wealth Advisors
  Plainville, MA
• 03/2019 → Present
  Retirement Insurance Partners
  Plainville, MA

Previous Registrations

• 2014-06-16 → 2015-04-13
  Royal Fund Management, Llc
  Lady Lake, FL

Other Businesses

1) 05/2011 - PRESENT, investment related, COOK TAX & RETIREMENT SERVICES; 9 WILKINS DR. PLAINVILLE, MA 02762, INSURANCE SALES, INSURANCE AGENT- INDEPENDENTLY SELL INSURANCE, ANNUITIES, AND LIFE INSURANCE, HOURS DEDICATED: 160/MONTH (160/MONTH DURING TRADING HOURS) 2) Retirement Insurance Partners; investment related, 9 WILKINS DR. PLAINVILLE, MA 02762, insurance sales, owner, started Feb 2019, 10 hrs/ month zero hours during trading hours; sell medicare supplements of medicare advantage plans. 3) RETIREMENT MONEY SCHOOL; INVESTMENT RELATED; 9 WILKINS DR, PLAINVILLE, MA 02762; TEACHING; EDUCATOR/PARTIAL OWNER; STARTED 03/2020; 20 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; EDUCATOR FOR FINANCIAL EDUCATION CLASSES. 4) KKOS Lawyers - Affiliate program; No; 330 North Main St, Spanish Fork, Utah 84660; Independent Affiliate; 9/3/25; 1 hour a week (incidental, referral-based only); serve as an affiliate partner, referring clients who require advanced tax, legal and entity structuring services. Role is limited to education, awareness, and referral .

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-02