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Carl David Woolston

Brookstone Wealth Advisors, LLC

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About Carl David Woolston

Carl David Woolston is an investment advisor representative with Brookstone Wealth Advisors, LLC. Carl is registered with the state of Utah and has been in the industry since March 2008. Carl is also the owner of Momentum Maximizer, LLC, d/b/a Thrive Retirement Planning, and Health & Wellness, LLC. Carl is an educator for The Society for Financial Awareness (SOFA), offering financial education courses. Carl's specializations include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Carl is also registered with the state of Utah as an investment advisor representative for Brookstone Wealth Advisors, LLC.

Firm Information

Carl Woolston is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Woolston’s Registration & Firm History

UT

11/18/2020 - Present

Brookstone Wealth Advisors, LLC (Sandy UT)

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Licenses & Designations

IA

Issued 06/19/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl David Woolston.
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