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Garret B Ward

Investment adviser representative at Brookstone Wealth Advisors, LLC
23 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

23 years in the industry.

  1. Diversified Home LoansJul 2025 to now
  2. Teachers PensionOct 2024 to now
  3. Sbg Advisory GroupJan 2019 to now
  4. Brookstone Wealth Advisors, LLCMay 2014 to now
  5. Retirement Wealth Advisors, IncApr 2014 to now
  6. Garret Ward - dba Ward Marketing Solutions, LLCOct 2003 to now
  7. Ascension Mortgage BrokerNov 2020 to Jul 2025
  8. Comprehensive Financial Group Inc.Jun 2014 to Jan 2019
  9. SendoutcardsOct 2003 to Oct 2025
  10. Ascension MortgageOct 2003 to Feb 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

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

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
4924813
Firm CRD
137658
Advisor's SEC record (opens in a new tab)
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