David Doron Mehler

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

• 06/2015 → 02/2017
  The Prudential Insurance Company Of America
  Charlotte, NC
• 06/2015 → 02/2017
  Pruco Securities, Llc
  Charlotte, NC
• 05/2010 → 02/2017
  David Mehler Insurance Services Inc
  Greensboro, NC
• 02/2017 → 03/2017
  Msi Financial Services Inc
  Greensboro, NC
• 02/2017 → 06/2018
  Massmutual Life Insurance Company
  Greensboro, NC
• 03/2017 → 06/2018
  Mml Investors Services, Llc
  Greensboro, NC
• 05/2010 → Present
  David Mehler Insurance Services Inc, Dba Mehler & Associates
  Greensboro, NC
• 04/2008 → Present
  Knight Mehler Properties Llc
  Stokesdale, NC
• 09/2018 → 07/2020
  Formulafolio Investments, Inc.
  Grand Rapids, MI
• 09/2018 → 07/2020
  Retirement Wealth Advisors, Inc.
  Grand Rapids, MI
• 07/2020 → 09/2022
  Alphastar Capital Management, Llc
  Cornelius, NC
• 01/2023 → Present
  Brookstone Wealth Advisors
  Wheaton, IL

Previous Registrations

• 2023-06-23 → 2025-06-26
  Brookstone Capital Management Llc
  Greensboro, NC
  Wheaton, IL
• 2022-10-21 → 2023-02-24
  Advisory Services Network
  Greensboro, NC
  Atlanta, GA
• 2022-09-21 → 2022-10-19
  Alphastar Capital Management
  Cornelius, NC
  Greensboro, NC
• 2017-03-25 → 2018-06-29
  Mml Investors Services, Llc
  Winston Salem, NC
  Greensboro, NC
• 2017-03-01 → 2017-03-25
  Msi Financial Services, Inc.
  Winston-Salem, NC
  Greensboro, NC
• 2015-07-20 → 2017-03-24
  Pruco Securities, Llc.
  Greensboro, NC
  Charlotte, NC
  Greensboro, NC

Other Businesses

(1) David Mehler Insurance Services, Inc. DBA Mehler & Associates, investment related, 1714 willow wick dr, Greensboro, Nc 27408, insurance and investment advisory dba, owner, May 2010, 40-50 hrs/month, 4-5 hrs/ month during trading, sales of insurance products and IA (2) Knight Mehler Properties LLC, not investment related, 1714 willow wick dr, Greensboro, Nc 27408, property management,

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-16
• S63 Uniform Securities Agent State Law Examination
  2015-07-17

Other Names

• David Doron Mehler
• David Mehler
• David D Mehler