Colton Taylor Strawn
Investment adviser representative at Brookstone Wealth Advisors, LLC
12 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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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
12 years in the industry.
- Brookstone Wealth Advisors, LLCApr 2026 to now
- Copperleaf Capital, LLCMar 2022 to now
- Fidelity InvestmentsJun 2021 to Mar 2022
- LyftAug 2019 to Jan 2022
- UberAug 2019 to Jan 2022
- The Vanguard Group, Inc.Jan 2018 to Jun 2021
- Signature FdMay 2017 to Aug 2017
- State FarmOct 2014 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, NC, SC, TX, VA).
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
- 6330870
- Firm CRD
- 137658