Timothy Brown
CRD Number: 2665369Current Firm: Brown Wealth Management, LLC
Compensation Model: Fee Only
Timothy Brown (CRD# 2665369) is an Investment Advisor Representative working at Brown Wealth Management, LLC in Eden Prairie, MN and has over 21 years of experience in the finance industry.
Timothy Brown has taken additional exams to become a Certified Financial Planner (CFP®). Mr. Brown has been a CERTIFIED FINANCIAL PLANNER(TM) since 2004. 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.
Timothy has also taken additional exams to become a Chartered Financial Analyst (CFA®). Mr. Brown has been a CFA Charter Holder since 1994.
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To earn the CFA charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least four years of qualified professional investment experience; (3) join CFA Institute as members; and (4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
To schedule a meeting with Tim, contact him via email at: [email protected] or by phone at 952-303-6715, or by visiting www.brownwealth.com .
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Company Name | Location | Dates | Years |
---|---|---|---|
Brown Wealth Management, LLC | Eden Prairie, MN | Feb 2002 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- MN
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Total Assets Under Management159MILLIONS
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Total Number of Accounts559ACCOUNTS
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Average Account Value$284,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MN, ND, WI
The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Minnesota or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Minnesota and certain other states.
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