David
Gagnon

Brookstone Wealth Advisors, LLC

CRD#2200199
Investment Advisor
in Madison, CT

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About this Advisor

David Gagnon is a financial advisor based in Madison, Connecticut, working with Brookstone Wealth Advisors, LLC. David has previously held positions at Retirement Wealth Advisors, Inc, United Tax Partners, LLC, College Funding Solutions, Inc, David Gagnon Insurance, Madison Men's Softball League, Madison Tax Center, Connecticut Retirement Academy, The Eagle Team, and Legacylock. David has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, David is part of Brookstone Wealth Advisors, LLC, which operates out of Madison, Connecticut. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23 Woodland Road Suite C3
Madison, CT 06443

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

CT Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

David Gagnon Work History

2019 - Present (5 years)

The Eagle Team

2019 - Present (5 years)

Legacylock

2017 - Present (7 years)

Connecticut Retirement Academy

2014 - Present (10 years)

Retirement Wealth Advisors, Inc

2009 - Present (15 years)

United Tax Partners, LLC

2009 - Present (15 years)

College Funding Solutions, Inc

2009 - Present (15 years)

Madison Tax Center

2008 - Present (16 years)

Madison Men'S Softball League

1993 - Present (31 years)

David Gagnon Insurance

Disclosures

Please visit the SEC profile of David Gagnon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Wealth Advisors, LLC

Gregory Korn
Philipsburg, PA
Patrick Miles
Foothill Ranch, CA
Maxwell Mcbrayer
Alpharetta, GA
Todd Manning
Wheaton, IL
Jacob Golseth
Bedford, TX
Karyn Rowe
Yakima, WA
Matthew Conner
Wheaton, IL
Erica Hunter
Wheaton, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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