David John Gagnon

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

• 06/2014 → Present
  Retirement Wealth Advisors, Inc.
  Jenison, MI
• 01/2009 → Present
  United Tax Partners, Llc
  Bangor, ME
• 05/2009 → Present
  College Funding Solutions, Inc
  Salem, OR
• 08/1993 → Present
  David Gagnon Insurance
  Madison, CT
• 02/2008 → Present
  Madison Men'S Softball League
  Madison, CT
• 01/2009 → Present
  Madison Tax Center
  Madison, CT
• 10/2017 → Present
  Connecticut Retirement Academy
  Madison, CT
• 01/2019 → Present
  The Eagle Team
  Woodbury, MN
• 12/2019 → Present
  Legacylock
  Madison, WI

Previous Registrations

• 2013-06-14 → 2014-06-04
  Regal Investment Advisors Llc
  Madison, CT
  Kentwood, MI
• 2011-09-27 → 2013-06-13
  Main Street Advisors, Llc
  Madison, CT
  Hays, KS
  Madison, CT
• 2007-01-03 → 2010-12-31
  Main Street Advisors, Llc
  Madison, CT
  Hays, KS
• 2010-07-30 → 2010-09-13
  Independent Financial Group, Llc
  Madison, CT
  San Diego, CA
  San Diego, CA
• 1994-12-07 → 2006-08-18
  Ffp Advisory Services Inc
  Madison, CT

Other Businesses

The Eagle Team; Investment Related; 563 Bielenberg Dr, Woodbury, MN 55125; Insurance; Insurance Agent; Started 01/2019; 10 hours/month Devoted; 10 hours/month Devoted during securities trading hours; offer sale of life insurance products. Connecticut Retirement Academy, Investment Related, 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443, investment education, owner, 7 hrs per month (zero during trading), A 2 night class at 3 hours per night is provided to attendees to teach various topics pertaining to retirement planning. Financial products are not discussed during the classes. College Funding Solutions Inc.; Non Investment related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; College Planning services; Agent; Started 05/2009; 2 hours/month devoted; 2 hours/month devoted during securities trading hours; offer college planning services. United Tax Partners LLC; Non Investment related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; CPA Services; CPA; Started 01/2009; 20 hours/month devoted; 20 hours/month devoted during securities trading hours; offer tax preparation services. Madison Tax Center; Non Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Tax Preparation; Owner; Started 01/2009; 20 hours/month devoted; 20 hours/month devoted during securities trading hours; offer tax preparation services.  Madison Mens Softball League; Non Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Softball; Treasurer; Started 02/2008; 1 hour/month devoted; 1 hour/month devoted during securities trading hours; Treasurer David Gagnon Insurance; Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Insurance; Owner; Started 08/1993; 120-200 hours/month devoted; 120 hours/month devoted during securities trading hours; offer sale of insurance products. Legacy Lock; Non Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Trust Related Services; Member; Started 12/2019; 10-15 Hours/Month devoted; 10-15 Hours/Month devoted during securities trading hours; Offer Trust and Will Services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-10-06

Other Names

• Dave Gagnon