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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-05-22
  • AR RA
    APPROVED
    Since 2025-05-22

Branch Locations

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

208 E. Kiehl Avenue Suite 106, Sherwood, AR 72120 • 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
Howell Financial Group Katy TX 10/2010 Present
Royal Fund Management, Llc Dba Howell Wealth Consultants Llc The Villages FL 05/2015 05/2025
Brookstone Wealth Advisors Wheaton IL 05/2025 Present
  • 10/2010 → Present
    Howell Financial Group
    Katy, TX
  • 05/2015 → 05/2025
    Royal Fund Management, Llc Dba Howell Wealth Consultants Llc
    The Villages, FL
  • 05/2025 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Previous Registrations
  • 2015-07-08 → 2025-01-08
    Pasadena, TX
    Lady Lake, FL
    Jacksonville, AR
    Jacksonville, AR
  • 2012-10-11 → 2013-09-05
    Global Financial Private Capital, Inc.
    Pasadena, TX
    Sarasota, FL
  • 2008-03-25 → 2011-09-27
    Howell Financial Group
    Katy, TX
    Houston, TX
    Katy, TX
  • 2004-04-26 → 2006-12-01
    Austin, TX
    Katy, TX
Other Businesses

(1) 10/2010:HOWELL FINANCIAL GROUP (DBA); NON INVESTMENT RELATED; 6406 CRESTERRACE DRIVE, PASADENA, TX, USA 77505; STRICTLY INSURANCE; PRESIDENT AND OWNER; 25 HOURS PER WEEK (2) 6/2023: HOWELL WEALTH CONSULTANTS LLC; MANAGER; INVESTMENT RELATED; 7110 THELMA DRIVE, JACKSONVILLE AR; MARKETING/DBA USED FOR ROYAL FUND (3) 6/2023: Retirement Made Easy 101 LLC; Manager; Insurance Related; 7110 Thelma Drive, Jacksonville, AR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-22
S63 Uniform Securities Agent State Law Examination 2004-03-20
  • S65 Uniform Investment Adviser Law Examination
    2004-04-22
  • S63 Uniform Securities Agent State Law Examination
    2004-03-20

View on SEC IAPD

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