Grandville, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations and business entities. Its advisors most commonly implement portfolios through the affiliated BCM Platform or the BCM wrap-fee program and also offer standalone financial planning and ERISA participant advisory services, with planning billed either hourly or as a fixed fee.
The firm operates on a discretionary basis using model portfolios, sub-advisors, proprietary model series and an open-architecture approach that can include equities, ETFs (including affiliated BAM ETFs), bond strategies, options overlays, defined‑outcome (buffer) ETFs, structured notes and annuity management. Advisors collect client information via an Investment Policy Statement and Risk Profile Questionnaire and disclose and manage conflicts arising from use of affiliated funds and related services while representing they act as fiduciaries for managed accounts.
Brookstone’s structure is notable for several uncommon features: it sponsors a wrap-fee program, maintains formal affiliations with an insurance organization and with an affiliated law firm (Perkins & Zayed, PC) for estate-planning referrals, and makes affiliated ETFs and an affiliated interval fund available in certain models. The firm also operates through a large network of Investment Adviser Representatives and multiple offices, discloses incentive and training programs for advisors, and offers client-facing planning billed hourly — all relationships and referral arrangements the firm discloses as potential conflicts of interest and describes mitigation steps for.
Based on Brookstone Wealth Advisors, LLC
Expertise
Based on Brookstone Wealth Advisors, LLC
Location
4301 Canal Ave SW
Grandville MI 49418
Advisors at this office
4
Advisors at this office
Joel V
Series 65
Grandville, MI
Brookstone Wealth Advisors, LLC
Joel Vanwoerkom is a Series 65-licensed financial advisor with 16 years of industry experience, currently practicing at Brookstone Wealth Advisors, LLC. He has worked with Joel VanWoerkom as a sole proprietor since 2012 and has been associated with Retirement Wealth Advisors, Inc. since 2007. Outside of his advisory roles, he is involved with Formula Folios Investments, LLC and is a shareholder and independent contractor at Altruistic Financial Planning, LLC, an insurance agency. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a discretionary, model-based investment approach with an open-architecture platform that includes equities, ETFs, bond strategies, and other investment products.
Brandon O
Series 65
Grandville, MI
Brookstone Wealth Advisors, LLC
Brandon Olson is a financial advisor at Brookstone Wealth Advisors, LLC with a Series 65 credential and five years of industry experience. Prior to joining Brookstone Capital Management in 2021, he held positions at Cabela's and several other organizations. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm uses a mix of active and passive strategies across model portfolios and offers discretionary account management with access to sub-advisors and third-party managers.
Jason C
Series 63, Series 65
Grandville, MI
Brookstone Wealth Advisors, LLC
Jason Crump is a financial advisor at Brookstone Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2007. Crump is also a licensed insurance agent and is a member of Formula Folios Investments, LLC. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary model portfolios and an open-architecture approach, offering a variety of investment strategies alongside standalone financial planning and ERISA participant advisory services.
Lies R
Series 65
Grandville, MI
Brookstone Wealth Advisors, LLC
Lies Rusticus is a Series 65-licensed financial advisor with 13 years of industry experience. She is currently affiliated with Brookstone Wealth Advisors, LLC and has worked at FormulaFolio Investments LLC since 2016 and Retirement Wealth Advisors since 2014. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional or pooled clients. The firm employs a mix of active and passive strategies across model portfolios and uses a documented investment policy process to manage accounts on a discretionary basis.
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