Alan Henry Smith
Financial advisor at Brookstone Wealth Advisors, LLC
Last updated 2026-10-10
Claim your profileAlan Henry Smith is a financial advisor at Brookstone Wealth Advisors, LLC, CRD 1945068. IAPD registration began 2016-09-21.
Registration
- CRD number
- 1945068
- Registration status
- Active
- IAPD registration
- 2016-09-21
- Industry Experience
- 10 years
- Work Experience
- 24 years
- States registered
- CO
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Consultant
Work history
- 2002-01 to Present · Self Employed - Golden Eagle Financial, Ltd · Littleton, CO
- 2016-09 to 2023-04 · Foundations Investment Advisors, LLC · Scottsdale, AZ
- 2023-05 to Present · Brookstone Wealth Advisors · Wheaton, IL
Current employment
- Brookstone Wealth Advisors, LLC · Wheaton, IL
Brookstone Wealth Advisors, LLC
- Regulatory AUM
- $0
- Registered advisors
- 239
- Offices
- 285
- Clients per advisor
- 0.0 (Low)
Brookstone Wealth Advisors, LLC: advisors, services and reported ETF investments
About
Alan Henry Smith is a Chartered Financial Consultant financial advisor at Brookstone Wealth Advisors, LLC. The latest record indicates 10 years of industry experience and 24 years of reported work history. Reported roles include Brookstone Wealth Advisors, Self Employed - Golden Eagle Financial, Ltd, Foundations Investment Advisors, LLC.
SEC disclosures list additional business and community activities: Golden Eagle Financial Ltd.
Brookstone Wealth Advisors, LLC's firm-level Form ADV reports 239 advisors across 285 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
What this firm offers
Filed by Brookstone Wealth Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 6306531400
- Website: retirementwealthadvisors.com
Official record
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