Garret H Rees
Investment adviser representative at Brookstone Wealth Advisors, LLC
12 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
12 years in the industry.
- Brookstone Wealth Advisors, LLCAug 2019 to now
- Retirement Wealth Advisors, Inc.Aug 2019 to now
- The Eagle TeamJul 2019 to now
- Legacy Lock LLCJun 2019 to now
- Wealth Innovation Group, LLCMay 2019 to now
- Solid Foundations Financial, LLCJan 2018 to now
- Horter Investment ManagementApr 2018 to Aug 2019
- Self EmployedNov 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6944276
- Firm CRD
- 137658