Anson Mark McDaniel
Investment Adviser Representative at Brookstone Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anson Mark Mcdaniel is an investment adviser representative with Brookstone Wealth Advisors, LLC in Morrison, CO, where they have been registered since 2019. They have worked in the securities industry since 2004 and have been registered with 5 firms, including Retirement Wealth Advisors, Inc. and Double Honor Financial, Inc. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Colorado.
Registrations & licenses
- Investment adviser:
- California, Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Retirement Wealth Advisors, Inc.Aug 2014 – Dec 2018Vista, CA
- Double Honor Benefits Insurance ServicesOct 2009 – no end date reportedVista, CA
- Mcdaniel Services Company, Inc. DBA Vision First Wealth GroupOct 2014 – Feb 2019Vista, CA
- ONE Digital Health BenefitsFeb 2018 – no end date reportedFallbrook, CA
- Retirement Wealth AdvisorsApr 2019 – no end date reportedFallbrook, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brookstone Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Morrison, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anson Mark McDaniel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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