Michael Mark Mcgregor

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

• 02/2009 → Present
  Mcgregor Tax Advisory
  Castle Rock, CO
• 02/2007 → Present
  Mcgregor Wealth Management
  Castle Rock, CO
• 06/2015 → 03/2019
  Prosperity Capital Advisors
  Westlake, OH
• 03/2019 → Present
  Retirement Wealth Advisors, Inc.
  Castle Rock, CO
• 08/2018 → Present
  American Financial Education Alliance (Afea)
  Charlotte, NC

Previous Registrations

• 2015-06-02 → 2019-03-14
  Prosperity Capital Advisors
  Castle Rock, CO
  Westlake, OH
• 2012-01-03 → 2015-05-29
  Wilbanks Securities Advisory
  Castle Rock, CO
  Oklahoma City, OK
  Castle Rock, CO
• 2015-05-01 → 2015-05-28
  Kestra Investment Services, Llc
  Castle Rock, CO
  Austin, TX
• 2008-06-25 → 2011-07-01
  Stephen Douglas Investment Advisory, Inc.
  Castle Rock, CO
• 2003-08-26 → 2009-06-08
  North Coast Money Management
  Rocky River, OH
• 1999-01-01 → 2003-06-24
  Capital Investment Management
  Denver, CO

Other Businesses

MCGREGOR WEALTH MANAGEMENT; INVESTMENT RELATED; 757 MALETA LANE, SUITE 204, CASTLE ROCK, CO 80108; OWNER; INSURANCE SALES AND INVESTMENT ADVISORY; STARTED 01/1995; 20 HOURS/MONTH DEVOTED; 25 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. MCGREGOR TAX ADVISORY; INVESTMENT RELATED; 757 MALETA LANE, SUITE 204, CASTLE ROCK, CO 80108;TAX SERVICES; OWNER; STARTED 02/2010; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TAX PREPARATION AND DELIVERY OF INDIVIDUAL RETURNS. AMERICAN FINANCIAL EDUCATION ALLIANCE (AFEA); INVESTMENT RELATED; 8514 MCALPINE PARK DRIVE, SUITE 280, CHARLOTTE, NC 28211; TEACHING; EDUCATOR AND CHAPTER PRESIDENT; STARTED 08/2018; 10 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; FINANCIAL EDUCATION CLASSES. FMT SOLUTIONS RETIREMENT PLANNING CLASS; INVESTMENT RELATED; 300 OSWEGO POINT DR. #101, LAKE OSWEGO, OR 97034; TEACHING; EDUCATOR; STARTED 01/2020; 7 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER RETIREMENT CLASSES. PROFEDS; INVESTMENT RELATED; PO BOX 124, FOX LAKE IL 60020; TEACHING; INDEPENDENT AFFILIATE EDUCATOR; STARTED 06/2020; 10 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER EDUCATIONAL COURSES FOR RETIREMENT TO FEDERAL EMPLOYEES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-18
• S63 Uniform Securities Agent State Law Examination
  1992-08-25

Other Names

• Mark Mcgregor
• Michael Mark Mcgregor