Aaron M. Hail

BROOKSTONE WEALTH ADVISORS

Scottsdale, AZ 85254

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CRD#: 5777817

Professional summary

Aaron Michael Hail, CFP® is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Scottsdale, Arizona.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Aaron has worked at 3 firms and has passed the Series 65 exam.

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.

1)Hail Financial Group; Investment related; 15333 N. Pima Rd, Ste 305 Scottsdale, AZ 85260; Insurance Sales, IAR DBA; Owner/President; Started 10/2011; Approx 60 hours per month; 50 hours during securities trading hours; Independently sell insurance, annuities, and life insurance. 2)Lead Source; Not investment related; 15333 N. Pima Rd, Ste 305 Scottsdale, AZ 85260; Sales of mailing lists; Owner/President; Started 04/2005; 0 hours per month devoted; Sales of mailing lists.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Hail'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

October 6, 2015 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 7047 E Greenway Pkwy Suite 250, Scottsdale, AZ 85254

RIA

CRD#: 137658

Scottsdale, AZ

Past

January 7, 2013 - August 24, 2015

RETIREMENT PLANNERS OF AMERICA

RIA

CRD#: 157222

SCOTTSDALE, AZ

Past

May 9, 2011 - September 24, 2012

ALPHA FIDUCIARY

RIA

CRD#: 144720

PHOENIX, AZ

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

Arizona
(10/6/2015)

IAR

Texas
(10/21/2021)

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 65

Date: 6/11/2010

Uniform Investment Adviser Law 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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Aaron M. Hail

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Hail's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

RETIREMENT PLANNERS OF AMERICA

ALPHA FIDUCIARY

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2010

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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