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CRD 7961749
Brookstone Wealth Advisors, LLC CRD 137658
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
| NC | RA | APPROVED | 2024-08-07 |
| SC | RA | APPROVED | 2024-07-22 |
Branch Locations
436 E. 35Th St., Charlotte, NC 28205 • United States
600 S. Tryon St. Suite 1800, Charlotte, NC 28202 • United States
200 Central Ave. 4Th Floor, St. Petersburg, FL 33701 • United States
401 E Jackson St Ste 3300, Tampa, FL 33602 • United States
Lake Wylie, SC • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wagner Agencies, Llc | Charlotte | NC | 11/2019 | Present |
| Globe Life - Ail/Nil Division | Charlotte | NC | 11/2019 | 09/2022 |
| Globe Life - Nil Division | Buffalo | NY | 10/2015 | 11/2019 |
I run an independent insurance agency, Wagner Agencies, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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