Mark Alan Squires

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 02/2020
  Cornerstone Securities
  Overland Park, KS
• 12/2002 → Present
  Wise Choices Financial Llc Dba. Squires & Associates
  Independence, MO
• 02/2020 → 03/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2002 → Present
  Wise Choices Financial Llc Dba. The Medicare Whisperer, Llc
  Independence, MO
• 11/2019 → Present
  The Debt Free Destination Plan, Powered By Your Family Bank
  Independence, MO
• 03/2023 → Present
  Brookstone Wealth Advisors
  Wheaton, IL

Previous Registrations

• 2020-02-12 → 2023-03-28
  Ae Wealth Management, Llc
  Independence, MO
  Independence, MO
• 2007-01-17 → 2020-02-13
  Cornerstone Securities Llc
  Independence, MO
  Independence, MO
  Independence, MO
  Independence, MO
  Independence, MO
• 2018-03-16 → 2018-04-17
  Creativeone Wealth, Llc
  Independence, MO
  Overland Park, KS
• 2003-05-15 → 2006-12-31
  Equity Services, Inc.
  Independence, MO
  Independence, MO
  Independence, MO
  Overland Park, KS
  Montpelier, VT

Other Businesses

1.) WISE CHOICES FINANCIAL LLC DBA. SQUIRES & ASSOCIATES; YES INVESTMENT RELATED; ADDRESS; 3600 S NOLAND RD STE F, INDEPENDENCE MO 6055 INSURANCE SALES; OWNER; START DATE 12/2002; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) WISE CHOICES FINANCIAL LLC DBA. THE MEDICARE WHISPERER, LLC; NOT INVESTMENT RELATED; 3600 S NOLAND ROAD SUITE F, INDEPENDENCE MO, 64055; MEDICARE SUPPLEMENT POLICIES, MEDICARE ADVANTAGE POLICIES, PART D POLICIES, HOSPITAL INDEMNITY POLICIES, HOME HEALTH POLICIES, DENTAL/VISION/HEARING POLICIES; 12/16/2002; 50 HRS/MONTH; 50 HRS/MONTH DURING TRADING; MEDICARE INSURANCE PRODUCER AND EDUCATOR. 3.) THE DEBT FREE DESTINATION LAN, POWERED BY YOUR FAMILY BANK; NOT INVESTMENT RELATED; 4731 S COCHISE DR. STE 202, INDEPENDENCE, MO 64055; LIFE INSURANCE AND DEBT COUNSELING; OFFICE ADMINISTRATOR AND MARKETING; START DATE 11/2019; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; MARKETING AND ADMINISTRATION, SUPPORTING A MARKETING BRAND THAT IS NOT AN ENTITY. 4.) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA); NOT INVESTMENT RELATED; 1717 E. REPUBLIC ROAD, SUITE A, SPRINGFIELD, MO 65804; SECRETARY; TREASURER; START DATE: 02/19/2021; APPROX 05 HRS/MONTH; APPROX 03 HRS/MONTH DURING TRADING; REVIEWING THE MONTHLY BALANCE SHEET AND ASSIST TO ESTABLISH PROFESSIONAL DEVELOPMENT PROGRAMS.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-29

Other Names

• Mark A Squires