Kurt Brown, financial advisor Columbus OH
99 score

Kurt Brown

CRD Number: 6034962
Current Firm: Pds Planning Inc.
Compensation Model: Fee Only

Kurt Brown (CRD# 6034962) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 2 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pds Planning, Inc. Columbus, OH Jun 2010 - Current 6
Pds Planning, Inc. Columbus, OH Jun 2008 - Current 8
Ohio State University Columbus, OH Jan 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Kurt M. Brown
By the Numbers
  • Total Assets Under Management
    458
    MILLIONS
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $1,075,117
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, OH, TX

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BADGES
99
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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