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Anson Mark McDaniel

Brookstone Wealth Advisors, LLC

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About Anson Mark McDaniel

Anson McDaniel is an investment advisor representative associated with Brookstone Wealth Advisors, LLC. He is registered to provide investment advice in California and Colorado. Anson has been in the financial services industry since 2001. His previous experience includes roles at STRONGTOWER FINANCIAL, INC., PLANMEMBER SECURITIES CORPORATION, and LEGACY FINANCIAL SERVICES, INC. Anson is also the owner of Double Honor Benefits Insurance Services, a life insurance and annuity agency, and is a principal at ONE DIGITAL HEALTH BENEFITS, a group insurance benefits provider.

Firm Information

Anson McDaniel is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anson McDaniel’s Registration & Firm History

IL

11/22/2023 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

CA

11/01/2007 - 08/17/2011

STRONGTOWER FINANCIAL, INC. (ESCONDIDO CA)

CA

04/27/2001 - 10/31/2007

PLANMEMBER SECURITIES CORPORATION (ESCONDIDO CA)

CA

03/26/2001 - 05/09/2001

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

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Licenses & Designations

BOTH

Issued 08/31/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anson Mark McDaniel.
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