Gregory Gall
Gregory Gall is a ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Hudson, WI, with 37 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
455 Bluebird Dr N, Hudson, WI, 54016
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Regulatory History (1)
Regulatory
January 2016Other Business ActivitiesSells Insurance
Gregory owns VIP Financial Associates LLC, offering investment advisory and insurance products, dedicating about half his time. He also has ownership stakes in Eagle Team LLC and Producer Partners Group, both insurance-related, and spends minimal time on other ventures including real estate and referrals.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Wealth Watch Advisors, LLC
Sawtooth Solutions, LLC
Dempsey Lord Smith, LLCBroker
Sawtooth Asset Management, INC.
Oneamerica Securities, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.