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Joel Gerald Vanwoerkom

Brookstone Wealth Advisors, LLC

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About Joel Gerald Vanwoerkom

Joel Gerald Vanwoerkom is an investment advisor representative who has been in the industry since August 2007. Joel Vanwoerkom is currently registered with Brookstone Wealth Advisors, LLC. He has a Series 65 license and is registered with the state of Michigan. Joel Vanwoerkom has a special focus on financial planning, educational seminars, and selection of other advisors.

Firm Information

Joel Vanwoerkom 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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Joel Vanwoerkom’s Registration & Firm History

IL

08/25/2010 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

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Licenses & Designations

IA

Issued 07/27/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Gerald Vanwoerkom.
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