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GG

Gregory J. Gall

BROOKSTONE WEALTH ADVISORS
Woodbury, MN 55125
Some features on this profile are disabled
CRD#: 1824483
GG

Professional summary

Gregory John Gall, ChFC®, who also goes by Greg Gall, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Woodbury, Minnesota.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Gregory has worked at 8 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Gall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Gall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

Experience

Current

January 13, 2020 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 6053 Hudson Road Ste 210, Woodbury, MN 55125Office #2: 455 Bluebird Dr N, Hudson, WI 54016
RIA
CRD#: 137658
Woodbury, MN
Past

June 5, 2017 - January 3, 2020

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Woodbury, MN
Past

July 16, 2015 - June 30, 2017

WEALTH WATCH ADVISORS, INC

RIA
CRD#: 172002
WOODBURY, MN
Past

March 18, 2015 - August 20, 2015

SIMPLICITY SOLUTIONS, LLC

RIA
CRD#: 175009
WOODBURY, MN
Past

June 9, 2011 - April 22, 2013

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
ROME, GA
Past

April 12, 2010 - March 20, 2015

SAWTOOTH ASSET MANAGEMENT, INC.

RIA
CRD#: 150506
WOODBURY, MN
Past

November 14, 2002 - April 16, 2010

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
WOODBURY, MN
Past

April 21, 1988 - November 15, 2002

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(1/13/2020)
IAR
Wisconsin
(1/13/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/19/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/21/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/14/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/19/1988
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/2002
General Securities Principal Examination

Current Firm

BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)
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Contact information

Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658Woodbury, MN 55125

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