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SD

Steven E. Drahozal

BROOKSTONE WEALTH ADVISORS
Milford, MI 48381
Some features on this profile are disabled
CRD#: 1657061
SD

Professional summary

Steven Edward Drahozal, who also goes by Steve Drahozal, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Milford, Michigan.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Steven has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steve Drahozal

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Edward Drahozal's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 13, 2024 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 425 West Huron, Suite 220, Milford, MI 48381
RIA
CRD#: 137658
Milford, MI
Past

May 14, 2021 - February 23, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
HARTLAND, MI
Past

May 14, 2021 - February 23, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
HARTLAND, MI
Past

June 7, 2018 - May 17, 2021

SPC

RIA
CRD#: 110692
Hartland, MI
Past

June 7, 2018 - May 17, 2021

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
Hartland, MI
Past

February 2, 2011 - June 8, 2018

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
HARTLAND, MI
Past

January 2, 2004 - June 8, 2018

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
LIVONIA, MI
Past

February 28, 2002 - December 31, 2003

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
WESTLAKE VILLAGE, CA
Past

September 21, 1992 - January 11, 2002

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 16, 1987 - January 3, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

July 16, 1987 - January 3, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/22/2024)
IAR
Michigan
(2/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/24/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/24/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/15/1987
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/14/2002
Investment Company Products/Variable Contracts Principal Examination

Current Firm

BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)
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Contact information

Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
247

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BWA ADV 2A (3/2/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658Milford, MI 48381

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