SJ
Sean Jantz
BROOKSTONE WEALTH ADVISORS
Twin Falls, ID 83301
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CRD#: 8217260
SJ
Sean JantzBROOKSTONE WEALTH ADVISORS
Professional summary
Sean Jantz is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Twin Falls, Idaho.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sean has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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 name of the other business is Global Financial Impact (GFI). The business is investment related. The home office address is 5687 Silver Creek Valley Rd #65, San Jose, CA 95138. The nature of the business is life insurance and annuity sales. My position is life insurance agent as a sole proprietor. I started working for GFI in January of 2024. The approximate number of hours per month I devote to this business is 100-120. I devote 3-4 hours to this business during securities trading hours. My duties is assisting clients with the purchase of life insurance and annuities and also training other life agents to do the same.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Jantz's 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®
NoneExperience
Current
January 27, 2026 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 139 River Vista Place Suite 202, Twin Falls, ID 83301RIA
CRD#: 137658
Twin Falls, ID
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
Idaho(1/27/2026)
IAR
Kansas(1/27/2026)
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)Loading...
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
Red Flags
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Company Information
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658Twin Falls, ID 83301TRUST BUT VERIFY
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