Alan Henry Smith
Investment adviser representative at Brookstone Wealth Advisors, LLC
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Brookstone Wealth Advisors, LLCMay 2023 to now
- Self Employed - Golden Eagle Financial, LtdJan 2002 to now
- Foundations Investment Advisors, LLCSep 2016 to Apr 2023
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1945068
- Firm CRD
- 137658