Cb3 Financial Group, Inc.

Cb3 Financial Group, Inc. (CRD# 159156) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $3,000,000 in 12 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

FL, IL, WI

Financial Advisors at Cb3 Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Alice A. Brown
CRD#: 4832339
415 S. Wells Suite 204, Lake Geneva, WI 53147
93
Wealthminder
score

Alice Brown (CRD# 4832339) is an Investment Advisor Representative working at Cb3 Financial Group, Inc. in Lake Geneva, WI and has over 12 years of experience in the finance industry.

2
Charles R. Brown
CRD#: 4760377
415 S. Wells Suite 204, Lake Geneva, WI 53147
83
Wealthminder
score

Charles Brown (CRD# 4760377) is an Investment Advisor Representative working at Cb3 Financial Group, Inc. in Lake Geneva, WI and has over 12 years of experience in the finance industry.

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