Stacey Parnum

BROOKSTONE WEALTH ADVISORS

Tujunga, CA

CRD#: 2941087

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Professional summary

Stacey Parnum is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Tujunga, California.

Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Stacey has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Stacey Parnum'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

April 23, 2026 - Present

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Tujunga, CA

Past

June 16, 2025 - June 3, 2026

BROOKWOOD INVESTMENT GROUP

RIA

CRD#: 316544

Tujunga, CA

Past

March 2, 2022 - March 31, 2025

REDWOOD PRIVATE WEALTH

RIA

CRD#: 312942

TUJUNGA, CA

Past

October 7, 2013 - March 1, 2022

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Tujunga, CA

Past

April 22, 2002 - October 7, 2013

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, TX

Past

September 26, 2001 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

January 7, 2000 - September 6, 2001

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

January 28, 1998 - January 5, 2000

LEGEND EQUITIES CORPORATION

CRD#: 30999

PALM BEACH GARDENS, FL

Past

January 6, 1998 - January 22, 1998

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

CARPINTERIA, CA

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".

BROOKSTONE WEALTH ADVISORS, LLC

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

California
(4/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/14/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/5/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BWA ADV 2A (3/2/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Stacey Parnum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Parnum's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKWOOD INVESTMENT GROUP

REDWOOD PRIVATE WEALTH

PLANMEMBER SECURITIES CORPORATION

VERITRUST FINANCIAL, LLC

ARAGON FINANCIAL SERVICES, INC.

ARAGON FINANCIAL SERVICES, INC.

LEGEND EQUITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2023

Series 63

Date: 10/15/1997

SIE

Date: 10/1/2018

Series 6

Date: 1/5/1998

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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