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Gina Camille Wells

Brookstone Wealth Advisors, LLC

Fenton, MI

CRD 2555639

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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:

Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-02
MI RA APPROVED 2016-05-09
  • FL RA
    APPROVED
    Since 2021-11-02
  • MI RA
    APPROVED
    Since 2016-05-09

Branch Locations

2415 Owen Road, Suite A, Fenton, MI 48430 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Capital Group Fenton MI 12/2004 02/2021
Gina Wells Financial Services Fenton MI 09/1994 02/2021
Retirement Wealth Advisors Fenton MI 05/2016 Present
Financial Design Strategies Fenton MI 02/2021 Present
  • 12/2004 → 02/2021
    Advanced Capital Group
    Fenton, MI
  • 09/1994 → 02/2021
    Gina Wells Financial Services
    Fenton, MI
  • 05/2016 → Present
    Retirement Wealth Advisors
    Fenton, MI
  • 02/2021 → Present
    Financial Design Strategies
    Fenton, MI
Previous Registrations
  • 2010-10-08 → 2016-05-02
    Global Financial Private Capital, Inc.
    Grand Blanc, MI
    Sarasota, FL
    Fenton, MI
  • 2010-07-02 → 2016-05-02
    Prosperity Economics Partners, Llc
    Grand Blanc, MI
    Chicago, IL
    Grand Blanc, MI
    Fenton, MI
Other Businesses

FINANCIAL DESIGN STRATEGIES; INVESTMENT RELATED; 2415 OWEN RD, SUITE A, FENTON MI 48430; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 02/2021; 160/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-03
S63 Uniform Securities Agent State Law Examination 1994-11-16
  • S65 Uniform Investment Adviser Law Examination
    2009-09-03
  • S63 Uniform Securities Agent State Law Examination
    1994-11-16
Designations
  • Chartered Financial Consultant
Other Names
  • Gina Camille Roofe
  • Gina Camille Wells
  • Gina Camille Beggs

View on SEC IAPD

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