Lisa Ann Anthony
Investment adviser representative at Brookstone Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Brookstone Wealth Advisors, LLCJan 2020 to now
- Retirement Wealth Advisors, Inc.Jan 2020 to now
- The Eagle TeamJul 2016 to now
- Vip Financial AssociatesJul 2016 to now
- Regal Investment Advisors, LLCFeb 2017 to Jan 2020
- Wealth WatchAug 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 4153941
- Firm CRD
- 137658