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KM

Kevin G. Madden

BROOKSTONE WEALTH ADVISORS
Annandale, NJ 08801
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CRD#: 1924019
KM

Professional summary


Kevin Gerard Madden SR, who also goes by Kevin Gerard Madden, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Annandale, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Kevin has worked at 5 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kevin Gerard Madden

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.
1) 11/2015 - PRESENT, Madden Wealth Advisors, 10 Lower West ST #592, Annandale, NJ 08801, President/IAR DBA. Hours Dedicated: 40-50 hours per week (40-50 during trading hours). 2)11/2015 - PRESENT, Madden Insurance Group, 10 Lower West ST #592, Annandale, NJ 08801, President/Insurance Sales - life, annuities, auto, and home. Hours Dedicated: 60 hours per month (50 hours per month during trading hours). 3) 10/1998 - PRESENT, The Bernards Salon, 2 Olcott SA Bernardsville, NJ 07924, affiliated/owned by spouse, Hours Dedicated: Less than 5 hours per month (0 hours during securities trading hours).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin Gerard Madden SR'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®
None

Experience


Current

December 17, 2015 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 13 Amherst Ct., Annandale, NJ 08801
RIA
CRD#: 137658
Annandale, NJ
Past

November 25, 2008 - April 23, 2012

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
FLEMINGTON, NJ
Past

February 16, 2006 - August 19, 2008

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
FLEMINGTON, NJ
Past

March 9, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

March 9, 1989 - December 2, 2005

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
New Jersey
(12/17/2015)
IAR
Pennsylvania
(10/26/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/30/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam

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)


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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#: 137658Annandale, NJ 08801

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