Mark
Squires

Brookstone Wealth Advisors, LLC

CRD#4627310
Investment Advisor
in Independence, MO

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About this Advisor

Mark Squires is a financial advisor based in Independence, Missouri. Squires is an advisor for Brookstone Wealth Advisors, LLC. Over the course of their career, Squires has held roles at Cornerstone Securities, Wise Choices Financial LLC Dba. The Medicare Whisperer, LLC, The Debt Free Destination Plan, Powered By Your Family Bank, Brookstone Wealth Advisors, Ae Wealth Management, LLC and Wise Choices Financial LLC Dba. Squires & Associates. Squires holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Missouri. Brookstone Wealth Advisors, LLC is a registered investment firm headquartered in Wheaton, IL. The investment advisory business has offices in 172 locations and a total of 198 people on staff. The company offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are provided. However, fee types billed by Brookstone Wealth Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

4731 S Cochise Dr Ste 202
Independence, MO 64055

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

MO 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

Mark Squires Work History

Mark has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Brookstone Wealth Advisors

2019 - Present (5 years)

The Debt Free Destination Plan, Powered By Your Family Bank

2002 - Present (22 years)

Wise Choices Financial LLC Dba. The Medicare Whisperer, LLC

2002 - Present (22 years)

Wise Choices Financial LLC Dba. Squires & Associates

2020 - 2023 (3 years)

Ae Wealth Management, LLC

2007 - 2020 (13 years)

Cornerstone Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Squires 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

Frank Hicks
Johns Creek, GA
Karyn Rowe
Yakima, WA
Barry Rutten
Kirkland, WA
Paul Yoon
Rio Grande, PR
John Newell
The Villages, FL
Eric Johnson
Atlanta, GA
Leslie Verkuilen
Neenah, WI
Nicholas Bunio
Berwyn, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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