David Mehler
David Mehler is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Greensboro, NC, with 6 years of industry experience. David 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
Greensboro, NC
Get directionsHistory
Regulatory History (2)
Regulatory
January 2023Criminal
December 2012Other Business ActivitiesSells Insurance
David owns David Mehler Insurance Services, Inc. DBA Mehler & Associates, where he sells insurance products and provides investment advice, dedicating about a quarter of his time. He also manages property through Knight Mehler Properties LLC.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Brookstone Capital Management LLC
Advisory Services Network
Alphastar Capital Management, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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.