AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Cynthia Lynn Youngcourt

Cynthia L. Youngcourt

BROOKSTONE WEALTH ADVISORS
WILMINGTON, DE
Some features on this profile are disabled
CRD#: 4574472
Cynthia Lynn Youngcourt

Professional summary

Cynthia Lynn Youngcourt, CFP®, CPWA®, who also goes by Paranczak Lynn Cynthia, Cynthia Lynn Paranczak, Cynthia L Youngcourt, Cynthia Youngcourt, Cynthia Lynn Youngcourt, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Wilmington, Delaware.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Cynthia has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paranczak Lynn Cynthia | Cynthia Lynn Paranczak | Cynthia L Youngcourt | Cynthia Youngcourt | Cynthia Lynn Youngcourt

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.
THEIA FINANCIAL-INSURANCE AND ANNUITY SALES 2/5/2024 INVESTMENT ADVISOR REPRESENTATIVE 30 HOURS A MONTH DUDRING TRADING HOURS AND 10 HOURS DURING NON TRADING HOURS I analyze clients' goals, investment and income needs and sometimes life insurance, long term care insurance and or annuities are part of the financial plan.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Lynn Youngcourt'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®
CFP®

Certified Financial Planner

Start date: 2011

CPWA®

Certified Private Wealth Advisor

Start date: 2020-08-03

Expire date: 2024-07-31

Experience

Current

February 14, 2024 - Present

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
WILMINGTON, DE
Past

December 13, 2021 - February 1, 2024

AFFINITY WEALTH MANAGEMENT LLC

RIA
CRD#: 290735
WILMINGTON, DE
Past

May 4, 2021 - December 13, 2021

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

March 31, 2021 - December 13, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

March 22, 2019 - March 1, 2021

AFFINITY WEALTH MANAGEMENT LLC

RIA
CRD#: 290735
WILMINGTON, DE
Past

March 15, 2018 - December 31, 2018

MERCAP SECURITIES, LLC

BD
CRD#: 156607
ATLANTA, GA
Past

December 11, 2017 - January 17, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
MONTCHANIN, DE
Past

September 6, 2017 - October 2, 2017

THRIVE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 281347
FORT WASHINGTON, PA
Past

April 1, 2004 - January 11, 2005

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

September 5, 2002 - April 8, 2004

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA

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
Delaware
(2/14/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/9/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/11/2017
General Securities 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 137658Wilmington, DE

TRUST BUT VERIFY

Monitor Cynthia Youngcourt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics