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, working with Brookstone Wealth Advisors, LLC. Mark has previously held positions 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. Mark has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Mark is part of Brookstone Wealth Advisors, LLC, which operates out of Independence, Missouri. 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 66

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

225

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

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

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

Robert Cruces
New York, NY
Alexis Vasquez
Wheaton, IL
Erica Hunter
Wheaton, IL
Mark Huhta
Wheaton, IL
Jacob Golseth
Bedford, TX
Patrick Miles
Foothill Ranch, CA
Gregory Korn
Philipsburg, PA
Matthew Conner
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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