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Ronald Anthony Sneller Jr.

BROOKSTONE WEALTH ADVISORS
Clarkston, MI
·CRD# 7272628·6 years experience

Professional Summary

Ronald Anthony Sneller JR., who also goes by Ron Sneller, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Clarkston, Michigan. Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ronald has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ron Sneller

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
5825 South Main St Suite 203, Clarkston, MI 48346
July 1, 2020 - Present

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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 - SEC (3/16/2007 Approved)

Contact Information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Phone Number

(630) 653-1400

# of Employees

247

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

CHERY BLUE PROPERTIES, LLC; 5016 BORDEAUX DR, CLARKSTON, MI 48348; OWNER; STARTED 11/2019; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; RENTAL PROPERTY. SNELLER FINANCIAL SERVICES, LLC; INVESTMENT ADVISORY, INSURANCE AND CONSULTING; OWNER; STARTED O1/2020; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. DALLAS VALLEY RANCH, 5016 BORDEAUX DR. CLARKSTON, MI 48348, INVESTOR, PROVIDE CAPITAL, GENERAL PARTNERS HAVE PURCHASED APARTMENT, ARE FIXING UP, RAISING RENTS, AND TARGET GOAL ISA TO SELL WITHIN 5 YEARS FOR PROFIT, START DATE 10/11/23 CHERRY BLUE TRANSCATIONS, LLC, 5016 BORDEAUX DR. CLARKSTON, MI 48348, OWNER, BITCOIN ATMS, CASH ATMS, VENDING MACHINES, 5-10 HOURS A MONTH, START DATE 11/09/23, RECIVE FEES FROM TRANSCATIONS

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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 - SEC (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.
IAR
Michigan
(7/1/2020)
IAR
Nebraska
(7/23/2026)
IAR
South Carolina
(7/23/2026)
IAR
Texas
(7/24/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2020About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ronald Anthony Sneller JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RS
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