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Zachary James Norton

Brookstone Wealth Advisors, LLC

St. George, UT

Wheaton, IL

CRD 7790019

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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:

Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-10-15
UT RA APPROVED 2025-10-14
  • NV RA
    APPROVED
    Since 2025-10-15
  • UT RA
    APPROVED
    Since 2025-10-14

Branch Locations

1611 E 2450 S Bldg 6, St. George, UT 84790 • United States

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • 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
Ashton And Associates St. George UT 09/2025 Present
Unemployed Washington UT 09/2025 09/2025
Diversify Sandy UT 03/2025 08/2025
Energy Workers Medical Services American Fork UT 03/2024 03/2025
Utah Valley University Orem UT 01/2024 03/2024
Northwestern Mutual Provo UT 08/2023 12/2023
Thrive Life American Fork UT 01/2023 08/2023
Utah Valley University Provo UT 07/2021 12/2022
Csa Heating And Air Orem UT 04/2021 07/2021
Extended Travel Independence MO 03/2020 04/2021
Extended Travel Brasilia 03/2019 03/2020
Utah Valley University Orem UT 08/2018 03/2019
Morristown High School Morristown NJ 10/2015 08/2018
Brookstone Wealth Advisors Wheaton IL 10/2025 Present
  • 09/2025 → Present
    Ashton And Associates
    St. George, UT
  • 09/2025 → 09/2025
    Unemployed
    Washington, UT
  • 03/2025 → 08/2025
    Diversify
    Sandy, UT
  • 03/2024 → 03/2025
    Energy Workers Medical Services
    American Fork, UT
  • 01/2024 → 03/2024
    Utah Valley University
    Orem, UT
  • 08/2023 → 12/2023
    Northwestern Mutual
    Provo, UT
  • 01/2023 → 08/2023
    Thrive Life
    American Fork, UT
  • 07/2021 → 12/2022
    Utah Valley University
    Provo, UT
  • 04/2021 → 07/2021
    Csa Heating And Air
    Orem, UT
  • 03/2020 → 04/2021
    Extended Travel
    Independence, MO
  • 03/2019 → 03/2020
    Extended Travel
    Brasilia
  • 08/2018 → 03/2019
    Utah Valley University
    Orem, UT
  • 10/2015 → 08/2018
    Morristown High School
    Morristown, NJ
  • 10/2025 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11
Other Names
  • Zachary Norton

View on SEC IAPD

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