Kasey Allen Byrd
Investment adviser representative at Brookstone Wealth Advisors, LLC
10 yearsExperience
3 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
10 years in the industry.
- Brookstone Wealth Advisors, LLCFeb 2023 to now
- Self-employedAug 2022 to now
- Cg Advisory Services dba Planning By Design FinancialAug 2022 to Mar 2023
- Alphastar Capital Management, LLCApr 2019 to Aug 2022
- Principal Wealth ServicesApr 2019 to Aug 2022
- Principal Preservation ServicesAug 2018 to Aug 2022
- Movement Mortgage LLCNov 2017 to Aug 2018
- Business OwnerApr 2017 to Oct 2017
- Northline TransportationOct 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (FL, OK, TX).
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
- 7100037
- Firm CRD
- 137658