VP, Operations · Brookstone Capital Management LLC
Joel G. Vanwoerkom
CRD 5778840 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Brookstone Capital Management LLC, an SEC-registered wealth manager based in Wheaton, IL with $12.8 billion in regulatory assets, lists Joel G. Vanwoerkom on its Form ADV as VP, Operations, a control person. The SEC filings also name Joel at 2 other registered advisers.
Firms and roles
- Brookstone Capital Management LLCVP, OperationsWealth manager · Wheaton, IL · $13B in regulatory assets
- Brookstone Asset Management, LLCVP of OperationsAsset manager · Wheaton, IL · $598M in regulatory assets
- Brookstone Wealth Advisors, LLCVP of OperationsAsset manager · Wheaton, IL · $0M in regulatory assets
AtlasMembers
Joel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Nadim ". ZayedChief Executive Officer, Brookstone Capital Management LLC
- Matthew L. LovettChief Compliance Officer, Brookstone Capital Management LLC
- Darryl D. RonconiPresident and Chief Operating Officer, Brookstone Capital Management LLC
- Mark W. DiorioChief Investment Officer, Brookstone Capital Management LLC
- Gideon C. MooreChief Legal Officer, Brookstone Capital Management LLC
1 more person named with Joel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.