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WG

William S. Glover

BROOKSTONE WEALTH ADVISORS
Nashville, TN 37214
Some features on this profile are disabled
CRD#: 6433509
WG

Professional summary

William Stephen Glover, who also goes by William Steve Glover, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Nashville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Steve Glover

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) dba GLOVER BENEFIT GROUP, INSURANCE RELATED, 2525A Lebanon Pike, Nashville, TN. 37214, and 145 S. Jefferson Ave., Suite A2, Cookeville, TN. 38501 WILLIAM S. GLOVER, RETIREMENT PLANNING, ANNUITIES AND INSURANCE, OWNER/AGENT, DEVOTED TIME IS 100 HRS, SALES. 2) Estate Guru, Independent Sales, Offers trust package through Estate Guru.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Stephen Glover'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

July 14, 2022 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 2525a Lebanon Pike, Nashville, TN 37214Office #2: 9111 Cross Park Suite 262, Knoxville, TN 37923Office #3: 6752 Executive Oaks Lane, Chattanooga, TN 37421Office #4: 146 S. Lowe Ave, Cookeville, TN 38501Office #5: 2532 N Mt Juliet Rd, Mt Juliet, TN 37122Office #6: 100 Washington Street Ne Suite 101, Huntsville, AL 35801
RIA
CRD#: 137658
Nashville, TN
Past

January 4, 2022 - July 11, 2022

WEALTH WATCH ADVISORS, INC

RIA
CRD#: 172002
Nashville, TN
Past

August 13, 2020 - September 18, 2020

QUILITY FINANCIAL ADVISORS

RIA
CRD#: 304586
HERMITAGE, TN
Past

October 26, 2017 - January 13, 2022

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
Hermitage, TN
Past

September 18, 2017 - October 24, 2017

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Hermitage, TN
Past

February 1, 2016 - December 31, 2016

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Hermitage, TN
Past

February 9, 2015 - February 2, 2016

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
HERMITAGE, TN

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
Alabama
(2/19/2025)
IAR
Georgia
(9/16/2024)
IAR
Tennessee
(7/14/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/15/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/9/2015
Investment Company Products/Variable Contracts Representative 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
244

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

RWA ADV 2A (7/30/2025)
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#: 137658Nashville, TN 37214

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