Mark Squires
Mark Squires is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Independence, MO, with 22 years of industry experience. Mark 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
3620 Arrowhead Ave Ste B, Independence, MO, 64057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the owner of Wise Choices Financial LLC, dba Squires & Associates, focusing on insurance sales and services, dedicating nearly full-time hours to this. He also works as a Medicare insurance producer and educator, and is involved with The Debt Free Destination LAN, which includes life insurance and debt counseling.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Ae Wealth Management, LLC
Ae Wealth Management, LLC
Change Path LLC
Cornerstone Securities LLC
Esi Financial Advisors
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.