Wesley D. Burdette

BROOKSTONE WEALTH ADVISORS

Naples, FL 34108

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CRD#: 4537505

Professional summary

Wesley Dean Burdette, who also goes by Dean Burdette, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Naples, Florida.

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Wesley has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dean Burdette

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.

1.PRUDENT FINANCIAL SERVICES, LLC; YES INVESTMENT RELEATED; 5811 PELICAN BAY BLVD, STE 206 NAPLES, FL 34108; INSURANCE SALES; FOUNDER/OWNER/FINANCIAL ADVISOR; 08/2019; APPROX 80 HRS/MONTH; APPROX 60 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.FOOD, TRAVEL, & VINE (PODCAST); NOT INVESTMENT RELATED; 15723 MARCELLO CIRCLE, NAPLES, FL 34110; PODCAST; OWNER/HOST; 04/2021; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING. PODCAST TALKING ABOUT FOOD/TRAVEL. 3.MONAT GLOBAL CORP; NOT INVESTMENT RELATED; 15723 MARCELLO CIR, NAPLES, FL 34110; HAIRCARE; MARKET PARTNER; 4/2021; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; PROMOTING HAIR, SKIN, & VITAMIN PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Dean Burdette'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

January 31, 2024 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 5811 Pelican Bay Blvd Ste 600, Naples, FL 34108

RIA

CRD#: 137658

Naples, FL

Past

October 25, 2023 - January 24, 2024

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Naples, FL

Past

January 4, 2023 - September 28, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Bayonne, NJ

Past

October 24, 2018 - December 31, 2022

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

Naples, FL

Past

June 9, 2015 - September 25, 2018

GRACE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 169813

FORT MYERS, FL

Past

November 7, 2007 - August 17, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

FT. MYERS, FL

Past

July 12, 2006 - November 17, 2006

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

MARCO ISLAND, FL

Past

February 25, 2005 - April 25, 2006

FIFTH THIRD SECURITIES, INC.

CRD#: 628

NAPLES, FL

Past

November 26, 2002 - February 28, 2005

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

September 6, 2002 - November 29, 2002

BNY MELLON SECURITIES LLC

CRD#: 47268

JERSEY CITY, NJ

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

Florida
(1/31/2024)

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: 4/22/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/19/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/5/2002

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

244

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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

Wesley D. Burdette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Dean Burdette's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

AE WEALTH MANAGEMENT, LLC

MADISON AVENUE SECURITIES, LLC

GRACE CAPITAL MANAGEMENT, LLC

MSI FINANCIAL SERVICES, INC.

M&I FINANCIAL ADVISORS, INC

FIFTH THIRD SECURITIES, INC.

INVEST FINANCIAL CORPORATION

BNY MELLON SECURITIES LLC

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2015

Series 63

Date: 9/5/2002

Series 7

Date: 12/19/2008

Series 6

Date: 9/5/2002

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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