Ricardo F. Gonzales

BROOKSTONE WEALTH ADVISORS

Arlington, TX 76013

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CRD#: 7708907

Professional summary

Ricardo Fabian Gonzales, who also goes by Ricky Gonzales, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Arlington, Texas.

Ricardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ricardo has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ricky Gonzales

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. Ricardo Gonzales; Investment Related; 1241 W Green Oaks Blvd Arlington TX 76013: Investment Advisory; Owner; Investment Advisor Representative; 01/2025; 20hr/mo; 10hrs/mo during trading; Advisory Services. 2. Family Wealth Life: Not Investment Related; 1241 W Green Oaks Blvd Arlington TX 76013; Insurance; Owner; Agent; 07/2024; 20hr/mo; 10hrs/mo during trading; Insurance Services. 3.Everman ISD; Not Investment Related; 1520 Everman Parkway Everman TX 76140; Education; Teacher; 08/2023; 100 hrs/mo; 100hrs/mo during trading; High School Teacher 4. Uber; Not Investment Related; Arlington TX; Rideshare; Independent Contractor; 12/2022; 10 hrs/mo; 0hrs during trading; Transportation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricardo Fabian Gonzales'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 11, 2025 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 1241 W Green Oaks Blvd, Arlington, TX 76013

RIA

CRD#: 137658

Arlington, TX

Past

July 27, 2024 - April 10, 2025

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Arlington, TX

Past

March 26, 2023 - July 24, 2024

FAMILYWEALTH

RIA

CRD#: 289193

Dalworthington Gardens, TX

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

Texas
(4/11/2025)

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: 2/11/2023

Uniform Investment Adviser Law 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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Ricardo F. Gonzales

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricardo Fabian Gonzales's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

GRADIENT ADVISORS, LLC

FAMILYWEALTH

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2023

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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