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 with 9 years of relevant experience. Golseth currently works for Brookstone Wealth Advisors, LLC. Throughout their career, Golseth has worked at Gf Investment Services, LLC, Global Financial Private Capital, LLC, Retirement Wealth Advisors, Inc, Advisors Excel, The Chad Golseth Agency, Inc Dba Chadwick Financial, The Golseth Agency, Inc, Tcm Securities, Inc, World Equity Group, Elite Resource Team and American Retirement Institute. Golseth maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Brookstone Wealth Advisors, LLC is a firm operating out of Wheaton, IL. It has offices in 172 locations and a total of 198 people on staff. Brookstone Wealth Advisors, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically vary depending on the type of services offered. Fees charged by Brookstone Wealth Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

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

198

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

Chad has been registered as a financial advisor for 9 years.*

2019 - Present (5 years)

World Equity Group

2019 - Present (5 years)

Elite Resource Team

2019 - Present (5 years)

American Retirement Institute

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

2015 - 2019 (4 years)

Tcm Securities,Inc

2013 - 2014 (1 year)

Gf Investment Services, LLC

2013 - 2014 (1 year)

Global Financial Private Capital, LLC

2012 - 2013 (1 year)

Advisors Excel

*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 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

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

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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