Michael McGregor, financial advisor Castle Rock CO

Michael McGregor

CRD Number: 2263066
Current Firm: Brookstone Wealth Advisors, LLC

Michael McGregor (CRD# 2263066) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Castle Rock, CO and has over 31 years of experience in the finance industry.

Similar Advisors
Roger Buswell, financial advisor Castle Rock CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Castle Rock CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Castle Rock CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name Location Dates Years
Retirement Wealth Advisors, Inc. Castle Rock, CO Mar 2019 - Current 5
American Financial Education Alliance (afea) Charlotte, NC Aug 2018 - Current 5
Mcgregor Tax Advisory Castle Rock, CO Feb 2009 - Current 15
Mcgregor Wealth Management Castle Rock, CO Feb 2007 - Current 17
Prosperity Capital Advisors Westlake, OH Jun 2015 - Mar 2019 3
Nfp Advisor Services Austin, TX May 2015 - May 2015 < 1
Wilbanks Securities Oklahoma City, OK Dec 2011 - May 2015 3
Wilbanks Security Advisory Oklahoma City, OK Dec 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Nov 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael M. McGregor
Phone Number: 6306531400
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.