Mark Alan Squires
Investment adviser representative at Brookstone Wealth Advisors, LLC
24 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
24 years in the industry.
- Brookstone Wealth Advisors, LLCMar 2023 to now
- The Debt Free Destination Plan, Powered By Your Family BankNov 2019 to now
- Wise Choices Financial LLC dba. Squires & AssociatesDec 2002 to now
- Wise Choices Financial LLC dba. the Medicare Whisperer, LLCDec 2002 to now
- Ae Wealth Management, LLCFeb 2020 to Mar 2023
- Cornerstone SecuritiesJan 2007 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 4627310
- Firm CRD
- 137658