Zachary James Norton
Investment adviser representative at Brookstone Wealth Advisors, LLC
11 yearsExperience
2 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
11 years in the industry.
- Brookstone Wealth Advisors, LLCOct 2025 to now
- Ashton and AssociatesSep 2025 to now
- UnemployedSep 2025 to Sep 2025
- DiversifyMar 2025 to Aug 2025
- Energy Workers Medical ServicesMar 2024 to Mar 2025
- Utah Valley UniversityJan 2024 to Mar 2024
- Northwestern MutualAug 2023 to Dec 2023
- Thrive LifeJan 2023 to Aug 2023
- Utah Valley UniversityJul 2021 to Dec 2022
- Csa Heating and AirApr 2021 to Jul 2021
- Extended TravelMar 2019 to Apr 2021
- Utah Valley UniversityAug 2018 to Mar 2019
- Morristown High SchoolOct 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, UT).
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
- 7790019
- Firm CRD
- 137658