Koy Harris
Investment adviser representative at Brookstone Wealth Advisors, LLC
11 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
11 years in the industry.
- Brookstone Wealth Advisors, LLCJul 2026 to now
- Kurt K. Harris, Esq., P.C.Jul 2023 to now
- Peetz Koerwitz & LefleurJun 2021 to May 2023
- Unemployed Law StudentJul 2020 to Jun 2021
- Byu Specialty CrewsJan 2018 to Jul 2020
- Unemployed StudentAug 2017 to Jan 2018
- Lds MissionSep 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 8313151
- Firm CRD
- 137658