Chad
Golseth

Brookstone Wealth Advisors, LLC

CRD#2754547
Investment Advisor
in Bedford, TX

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About this Advisor

Chad Golseth is a financial advisor based in Bedford, Texas, working with Brookstone Wealth Advisors, LLC. Chad has previously held positions at Retirement Wealth Advisors, Inc, The Chad Golseth Agency, Inc Dba Chadwick Financial, The Golseth Agency, Inc, Tcm Securities, Inc, Elite Resource Team, American Retirement Institute, and World Equity Group. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Chad is part of Brookstone Wealth Advisors, LLC, which operates out of Bedford, Texas. 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, Series 65

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

2128 Parkwood Drive
Bedford, TX 76021

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

TX 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

Chad Golseth Work History

2014 - Present (10 years)

Retirement Wealth Advisors, Inc

2014 - Present (10 years)

The Chad Golseth Agency, Inc Dba Chadwick Financial

2012 - Present (12 years)

The Golseth Agency, Inc

2019 - 2021 (2 years)

Elite Resource Team

2019 - 2021 (2 years)

American Retirement Institute

2019 - 2021 (2 years)

World Equity Group

2015 - 2019 (4 years)

Tcm Securities,Inc

Disclosures

Please visit the SEC profile of Chad Golseth 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

Christopher Allyn
Kennesaw, GA
Alexis Vasquez
Wheaton, IL
Mark Huhta
Wheaton, IL
Robert Cruces
New York, NY
Jacob Golseth
Bedford, TX
Samuel Pesetsky
New Albany, OH
Gregory Korn
Philipsburg, PA
Todd Manning
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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