Kasey Allen Byrd

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

• 04/2019 → 08/2022
  Alphastar Capital Management, Llc
  Cornelius, NC
• 08/2018 → 08/2022
  Principal Preservation Services
  Hudson, WI
• 11/2017 → 08/2018
  Movement Mortgage Llc
  Eden Prairie, MN
• 04/2016 → 10/2016
  Business Owner
  Hopkins, MN
• 04/2017 → 10/2017
  Business Owner
  Gore, OK
• 10/2016 → 04/2017
  Northline Transportation
  Minneapolis, MN
• 04/2019 → 08/2022
  Principal Wealth Services
  Hudson, WI
• 08/2022 → 03/2023
  Cg Advisory Services Dba Planning By Design Financial
  Plano, TX
• 08/2022 → Present
  Self-Employed
  Plano, TX
• 02/2023 → Present
  Brookstone Wealth Advisors
  Wheaton, IL

Previous Registrations

• 2022-08-22 → 2023-03-02
  Cg Advisory Services
  Plano, TX
  Williamston, MI
• 2019-04-22 → 2022-06-29
  Alphastar Capital Management
  Cornelius, NC
  Hudson, WI

Other Businesses

1.) Independently Licensed Insurance Agent DBA Planning by Design; not investment related; 1700 Alma Dr. #460, Plano, Tx, 75075; Selling Life and Health Insurance through various carriers. 08/2022 to Present. 2.) Representative of National Gold Consultants selling physical Gold and Silver.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-04