Tracey Lynn Spikes
Investment adviser representative at Brookstone Wealth Advisors, LLC
22 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
22 years in the industry.
- Brookstone Wealth Advisors, LLCFeb 2024 to now
- Sequent Planning, LLCJun 2022 to now
- Smart Advisor NetworkAug 2019 to now
- Smart Retirement Strategies, LLC.Oct 2018 to now
- Retirement Wealth Advisors, Inc.May 2019 to Feb 2022
- Ohio National Financial ServicesSep 2004 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 4454515
- Firm CRD
- 137658