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Barbara Jean Swiatek

Investment adviser representative at Brookstone Wealth Advisors, LLC
24 yearsExperience
5 statesRegistered in
$0Firm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

24 years in the industry.

  1. Retire Financially FitFeb 2019 to now
  2. Brookstone Wealth Advisors, LLCJul 2017 to now
  3. Retirement Wealth Advisors, Inc.Jul 2017 to now
  4. Sf Financial ServicesJan 2008 to now
  5. Home Solutions of AmericaJan 2002 to now
  6. USA Financial SecuritiesOct 2016 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 5 states (CO, NE, SC, TX, VT).

Brookstone Wealth Advisors, LLC

$0Assets managed
0Clients
222Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6017197
Firm CRD
137658
Advisor's SEC record (opens in a new tab)
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