Unclaimed Profile

Joel Gerald Vanwoerkom

BROOKSTONE CAPITAL MANAGEMENT LLC·WHEATON, Illinois

Series 65Clean record15 years registeredBROOKSTONE CAPITAL MANAGEMENT LLC

1745 S. NAPERVILLE ROAD, WHEATON, IL 60189CRD# 5778840Firm CRD# 141413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Gerald Vanwoerkom · WHEATON, IL

Registration

CRD #5778840 · BROOKSTONE CAPITAL MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

BROOKSTONE WEALTH ADVISORS, LLC

Aug 2010 – present

FORMULA FOLIO INVESTMENTS

Feb 2016 – Dec 2021

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKSTONE CAPITAL MANAGEMENT LLC

CRD 141413 · SEC 801-68010

AUM

$8.8B

Regulatory assets under management

Employees

395

68,500 client accounts

Services offered by BROOKSTONE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BROOKSTONE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Joel Gerald Vanwoerkom offer?

Joel Gerald Vanwoerkom specializes in Financial Planning, Investment Management. Contact their office in WHEATON, Illinois for a consultation.

What are Joel Gerald Vanwoerkom's credentials?

Joel Gerald Vanwoerkom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Gerald Vanwoerkom located?

Joel Gerald Vanwoerkom is based in WHEATON, Illinois, working with BROOKSTONE CAPITAL MANAGEMENT LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.

How does Joel Gerald Vanwoerkom charge for services?

Joel Gerald Vanwoerkom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROOKSTONE CAPITAL MANAGEMENT LLC?

BROOKSTONE CAPITAL MANAGEMENT LLC has approximately 395 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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