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Peter Craig Mendell

Investment adviser representative at Brookstone Wealth Advisors, LLC
14 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

14 years in the industry.

  1. Brookstone Wealth Advisors, LLCMar 2023 to now
  2. Central Oregon Sharpening, LLCFeb 2016 to now
  3. Elevation Capital Advisory, LLCJun 2014 to Mar 2018
  4. Global Financial Private CapitalJun 2012 to Jul 2017
  5. Elevation Capital StrategiesFeb 2012 to Mar 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (OR, WA).

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
6030698
Firm CRD
137658
Advisor's SEC record (opens in a new tab)
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