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David John Gagnon

Investment adviser representative at Brookstone Wealth Advisors, LLC
33 yearsExperience
1 stateRegistered in
$0Firm assets
19 yearsFirm in business

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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

33 years in the industry.

  1. LegacylockDec 2019 to now
  2. The Eagle TeamJan 2019 to now
  3. Connecticut Retirement AcademyOct 2017 to now
  4. Brookstone Wealth Advisors, LLCJul 2014 to now
  5. Retirement Wealth Advisors, Inc.Jun 2014 to now
  6. College Funding Solutions, IncMay 2009 to now
  7. Madison Tax CenterJan 2009 to now
  8. United Tax Partners, LLCJan 2009 to now
  9. Madison Men's Softball LeagueFeb 2008 to now
  10. David Gagnon InsuranceAug 1993 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 1 state (CT).

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
2200199
Firm CRD
137658
Advisor's SEC record (opens in a new tab)
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