Charles Brown, financial advisor Kennett MO

Charles Brown

CRD Number: 1605521
Current Firm: Ipi Wealth Management, Inc.

Charles Brown (CRD# 1605521) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Kennett, MO and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Planners, Inc. Kennett, MO Jun 2017 - Current 4
Baker Welman Brown Financial Services Kennett, MO Aug 1986 - Current 35
Baker Welman Brown Insurance Kennett, MO Aug 1986 - Current 35
Cabot Lodge Securities LLC Kennett, MO May 2017 - Jun 2017 < 1
Wilbanks Securities Oklahoma City, OK Aug 2003 - Jun 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Charles T. Brown
Phone Number: 217-425-6340
Firm Website: http://lorahoff.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,210
    MILLIONS
  • Total Number of Accounts
    6,579
    ACCOUNTS
  • Average Account Value
    $183,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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