GR
Garret H. Rees
BROOKSTONE WEALTH ADVISORS
MORGAN, UT 84050
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CRD#: 6944276
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Professional summary
Garret H Rees is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Morgan, Utah.
Garret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Garret has worked at 2 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.
SOLID FOUNDATIONS FINANCIAL LLC; INVESTMENT RELATED; 1148 LEGACY CROSSING, #350, CENTERVILLE UT 84014; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 01/2018; 50 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND INSURANCE SERVICES.
WEALTH INNOVATION GROUP LLC, INVESTMENT RELATED; 1148 LEGACY CROSSING #350, CENTERVILLE, UT 84014; INSURANCE; INSURANCE AGENT; STARTED 05/2019; 80 HOURS/MONTH DEVOTED; 75 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.
THE EAGLE TEAM; INVESTMENT RELATED; 563 BIELENBURG PKWY, SUITE 105, WOODBURY MN 55125; INSURANCE; INSURANCE AGENT; STARTED 07/2019; 25 HOURS/MONTH DEVOTED; 25 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.
LEGACY LOCK LLC; NON INVESTMENT RELATED; 1234 S. POWER RD., SUITE 101; MESA, AZ 85206; WILL AND TRUST SERVICE; ASSOCIATE; STARTED 06/2019; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ASSIST CLIENTS WITH SOFTWARE FOR CREATING WILLS AND TRUSTS.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 26, 2019 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 2467 E. Rees Ln, Morgan, UT 84050Office #2: 40 N. Union Ave, Suite 220, Farmington, UT 84025RIA
CRD#: 137658
MORGAN, UT
Past
April 30, 2018 - August 23, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Morgan, UT
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
Utah(8/26/2019)
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)Upgrade to AdvisorCheck Premium
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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
Red Flags
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Company Information
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658Morgan, UT 84050TRUST BUT VERIFY
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