Anson M. Mcdaniel

BROOKSTONE WEALTH ADVISORS

Morrison, CO

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CRD#: 4330470

Professional summary

Anson Mark Mcdaniel is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Morrison, Colorado.

Anson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Anson has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

DOUBLE HONOR BENEFITS INSURANCE SERVICES; INVESTMENT RELATED; PO BOX 461780, ESCONDIDO, CA 92046; LIFE INSURANCE AND ANNUITIES; OWNER; STARTED 10/2009; 20 HOURS/MONTH DEVOTED; 20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF LIFE INSURANCE AND ANNUITY PRODUCTS. ONE DIGITAL HEALTH BENEFITS; INVESTMENT RELATED; 7755 IRVINE CENTER DRIVE, 5TH FLOOR, IRVINE, CA 92618; PRINCIPAL; STARTED 02/2018; 160 HOURS/MONTH DEVOTED; 160 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; GENERATE NEW CLIENTS FOR EMPLOYER SPONSORED INSURANCE GROUP BENEFITS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anson Mark Mcdaniel'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

April 22, 2019 - Present

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Morrison, CO

Past

August 18, 2014 - December 20, 2018

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Fallbrook, CA

Past

September 12, 2008 - December 31, 2012

DOUBLE HONOR FINANCIAL, INC.

RIA

CRD#: 147863

ESCONDIDO, CA

Past

November 1, 2007 - December 1, 2008

STRONGTOWER FINANCIAL, INC.

RIA

CRD#: 35504

ESCONDIDO, CA

Past

November 1, 2007 - August 17, 2011

STRONGTOWER FINANCIAL, INC.

CRD#: 35504

ESCONDIDO, CA

Past

June 12, 2002 - October 31, 2007

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

ESCONDIDO, CA

Past

April 27, 2001 - October 31, 2007

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

ESCONDIDO, CA

Past

March 26, 2001 - May 9, 2001

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

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".

BROOKSTONE WEALTH ADVISORS, LLC

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

California
(4/22/2019)

IAR

Colorado
(11/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/2001

General Securities Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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.

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Anson M. Mcdaniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anson Mark Mcdaniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

DOUBLE HONOR FINANCIAL, INC.

STRONGTOWER FINANCIAL, INC.

STRONGTOWER FINANCIAL, INC.

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

LEGACY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2001

Series 7

Date: 3/23/2001

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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