Anson Mark Mcdaniel
Investment adviser representative at Brookstone Wealth Advisors, LLC
17 yearsExperience
2 statesRegistered in
$0Firm assets
19 yearsFirm in business
Are you Anson Mark Mcdaniel? Claim your profile
Contact this firm
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
17 years in the industry.
- Brookstone Wealth Advisors, LLCJan 2026 to now
- Retirement Wealth AdvisorsApr 2019 to now
- One Digital Health BenefitsFeb 2018 to now
- Double Honor Benefits Insurance ServicesOct 2009 to now
- Mcdaniel Services Company, Inc. dba Vision First Wealth GroupOct 2014 to Feb 2019
- Retirement Wealth Advisors, Inc.Aug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4330470
- Firm CRD
- 137658