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Joel Vanwoerkom

VP, Operations at Brookstone Capital Management

Investment adviser registration

Joel Vanwoerkom is VP, Operations of Brookstone Capital Management LLC, a Wheaton investment adviser managing $12.8B. Joel Vanwoerkom has 16 years in the industry across 2 firms and has passed the Series 65.

16
Years in industry
2
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Joel Vanwoerkom has been VP, Operations of Brookstone Capital Management since July 2020. Joel Vanwoerkom is a control person of the firm and directly owns under 5% of it.

Brookstone Capital Management LLC is a Wheaton, IL firm with $12.8B under management, 54,845 clients and 320 advisers across 272 offices, as of its September 2026 filing.

A July 2020 Brookstone announcement identified Joel VanWoerkom as vice president of operations in the combined company.

  1. Formula Folio Investments
    – · 5 years
    Grand Rapids, MI · Adviser representative · Firm CRD 153467
  2. Brookstone Wealth Advisors, LLCAlso current
    – present · 16 years
    , · Adviser representative · Firm CRD 137658

Credentials and registrations

Investment adviser representative registrations

Michigan25 August 2010
Status
Approved

Examinations

Series 6527 July 2010
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Joel Gerald Vanwoerkom
CRD
5778840

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Joel Vanwoerkom work?

Joel Vanwoerkom has been VP, Operations of Brookstone Capital Management LLC since July 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 September 2026

Is Joel Vanwoerkom a financial advisor?

Yes. Joel Vanwoerkom has a current investment-adviser registration in Michigan.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Joel Vanwoerkom have?

Joel Vanwoerkom has 16 years in the financial industry, since August 2010, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Joel Vanwoerkom passed?

Joel Vanwoerkom passed the Series 65 in July 2010.

Source: IAPD individual record, checked 18 October 2026

Where was Joel Vanwoerkom previously registered as an investment adviser?

Joel Vanwoerkom has past investment-adviser registrations through Formula Folio Investments, February 2016 to December 2021, across 2 firms.

Source: IAPD individual record, checked 18 October 2026

Leadership at Brookstone Capital Management

Sources

  1. IAPD individual record, CRD 5778840. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Brookstone Capital Management LLC, filed 29 September 2026. Title, control and ownership bands.
  3. Brookstone and FormulaFolios Combine to Create RIA. Biography.

Retrieved 18 October 2026. The SEC record may have been amended since.

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