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RIA / WealthAdvisor24 years in industry

JEFFREY KEITH STUKEY

Advisor at WEALTHSPAN INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:7666f53c-ea39-1f73-a677-c440f304da3e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 2
Exams: S65|S63
First exam: Jun 28, 2004
First registration: Mar 15, 2007
Dual registered: no
Other names: JEFF STUKEY
IAPD individual key: 4749573

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC NAVIGATORS PRIVATE WEALTH	State registered	Jun 23, 2023	n/a	yes	GRAND RAPIDS, MI	Current employment
WEALTHSPAN INVESTMENT MANAGEMENT, LLC	Independent wealth	Jun 23, 2023	n/a	yes	GRAND RAPIDS, MI	Current employment
BROOKSTONE ASSET MANAGEMENT, LLC	Asset manager	Feb 8, 2016	Feb 1, 2021	no	WHEATON, IL	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jun 20, 2014	Feb 1, 2021	no	WHEATON, IL	Previous registration
SGL FINANCIAL, LLC	Independent wealth	May 6, 2013	Apr 2, 2014	no	BUFFALO GROVE, IL	Previous registration
FA ADVISOR NETWORK, LLC.	Former SEC adviser	Jul 1, 2010	Apr 26, 2013	no	DALLAS, TX	Previous registration
USA WEALTH MANAGEMENT LLC	Former SEC adviser	Sep 10, 2007	Apr 5, 2010	no	GRAND RAPIDS, MI	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Mar 15, 2007	Jul 30, 2007	no	ADA, MI\|ADA, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROOKSTONE WEALTH ADVISORS, LLC	BROOKSTONE ASSET MANAGEMENT, LLC	Feb 1, 2021	Feb 8, 2016	-1,820	Channel change	Other
BROOKSTONE ASSET MANAGEMENT, LLC	STRATEGIC NAVIGATORS PRIVATE WEALTH	Feb 1, 2021	Jun 23, 2023	872	Firm change after gap	RIA to state RIA
SGL FINANCIAL, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Apr 2, 2014	Jun 20, 2014	79	Firm change	Other
FA ADVISOR NETWORK, LLC.	SGL FINANCIAL, LLC	Apr 26, 2013	May 6, 2013	10	Firm change	Other
USA WEALTH MANAGEMENT LLC	FA ADVISOR NETWORK, LLC.	Apr 5, 2010	Jul 1, 2010	87	Firm change	Other
USA FINANCIAL SECURITIES LLC	USA WEALTH MANAGEMENT LLC	Jul 30, 2007	Sep 10, 2007	42	Firm change	Other

Relationships

Registered with (8)

→ WEALTHSPAN INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 23, 2023 to presentfactForm ADV
→ STRATEGIC NAVIGATORS PRIVATE WEALTHRegistered adviserregistration: current employment
Jun 23, 2023 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 20, 2014 to Feb 1, 2021factForm ADV
→ BROOKSTONE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 8, 2016 to Feb 1, 2021factForm ADV
→ SGL FINANCIAL, LLCRegistered adviserregistration: previous registration
May 6, 2013 to Apr 2, 2014factForm ADV
→ FA ADVISOR NETWORK, LLC.Registered adviserregistration: previous registration
Jul 1, 2010 to Apr 26, 2013factForm ADV
→ USA WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 10, 2007 to Apr 5, 2010factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Mar 15, 2007 to Jul 30, 2007factForm ADV

Dated events

No dated event names this entity yet.