Mark Squires (CRD# 4627310) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Independence, MO and has over 20 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton, IL | Mar 2023 - Current | 1 |
| The Debt Free Destination Plan, Powered By Your Family Bank | Independence, MO | Nov 2019 - Current | 4 |
| Wise Choices Financial Llc Dba. The Medicare Whisperer, LLC | Independence, MO | Dec 2002 - Current | 21 |
| Wise Choices Financial Llc Dba. Squires & Associates | Independence, MO | Dec 2002 - Current | 21 |
| Ae Wealth Management, LLC | Topeka, KS | Feb 2020 - Mar 2023 | 3 |
| Cornerstone Securities | Overland Park, KS | Jan 2007 - Feb 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- KS
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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