Andrew Brown, financial advisor Ann Arbor MI
93 score

Andrew Brown

CRD Number: 6113487
Current Firm: Valeo Financial Advisors, LLC

Andrew Brown (CRD# 6113487) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Ann Arbor, MI and has over 4 years of experience in the finance industry. Andrew Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valeo Financial Advisors Ann Arbor, MI Mar 2015 - Current 1
Sunrise Gymnastics Toledo, OH Apr 2008 - Current 8
Stancorp Investment Advisers Ann Arbor, MI Aug 2012 - Mar 2015 2
Stancorp Investment Advisers Ann Arbor, MI Jun 2008 - Aug 2012 4
United Bank Trust Ann Arbor, MI Apr 2007 - Apr 2008 1
Sunrise Gymnastics Toledo, OH Jun 2002 - Apr 2007 4
Eastern Michigan University Ypsilanti, MI Sep 2002 - Dec 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Andrew C. Brown
Phone Number: 317.218.6000
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    2,005
    MILLIONS
  • Total Number of Accounts
    7,839
    ACCOUNTS
  • Average Account Value
    $255,833
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, NY, OH, PA, TN, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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