St. George, UT E 2450 S 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
1611 E 2450 S Bldg 6
St. George UT 84790
Advisors at this office
3
Advisors at this office
Robert G
Series 65
St George, UT
Brookstone Wealth Advisors, LLC
Robert Glasgow is a financial advisor at Brookstone Wealth Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Ashton & Associate Wealth Management for four years. Glasgow also participated in a two-year mission trip with the Church of Jesus Christ of Latter Day Saints. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates on a discretionary basis using model portfolios and an open-architecture approach that includes a range of investment products and offers planning services billed hourly or as a fixed fee.
Eric N
Series 65
St. George, UT
Brookstone Wealth Advisors, LLC
Eric Nimmer is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with firms including Nimmer Financial, Ashton & Associates dba Ashton Wealth, Retirement Wealth Advisors, and Ashton Strobelt. Outside of his advisory roles, he is a partner at Ashton and Associates dba Ashton Wealth, where he is involved in insurance sales and investment advisory services. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional or pooled clients. The firm employs a combination of active and passive strategies within model portfolios and offers financial planning and implementation services, including insurance and annuity solutions.
Zachary N
Series 65
St. George, UT
Brookstone Wealth Advisors, LLC
Zachary Norton is a financial advisor at Brookstone Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Ashton And Associates, Energy Workers Medical Services, and NorthWestern Mutual, as well as multiple engagements with Utah Valley University. 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, open-architecture investment approach with model portfolios and affiliated products, serving clients through a network of representatives across multiple offices.
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