Mary Brown, financial advisor Milwaukee WI

Mary Brown

CRD Number: 4334665
Current Firm: Campbell Newman Asset Management Inc.

Mary Brown (CRD# 4334665) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

Similar Advisors
Robert Abbott, financial advisor Milwaukee WI
Robert C. Abbott
CRD# 170
Mutual Of Omaha Investor Services, Inc.
Similar Advisors
Robyn Abel, financial advisor Milwaukee WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Milwaukee WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Company Name Location Dates Years
Campbell Newman Asset Management, Inc. Glendale, WI Nov 1986 - Current 37

Mary Brown has no recent exams reported.
Contact Info for Mary C. Brown
Phone Number: 414-908-6670
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    1,228
    MILLIONS
  • Total Number of Accounts
    1,319
    ACCOUNTS
  • Average Account Value
    $930,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Mary Brown and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.