M.k. Brown Wealth Advisory, LLC

M.k. Brown Wealth Advisory, LLC (CRD# 121269) is a financial advisory firm headquartered in Kettering, OH. They manage $59,735,439 in 188 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $317,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Other
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, OH

Financial Advisors at M.k. Brown Wealth Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Martin K. Brown
CRD#: 1163111
580 Lincoln Park Blvd., Suite 333, Kettering, OH 45429
84
Wealthminder
score

Martin Brown (CRD# 1163111) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory, LLC in Kettering, OH and has over 32 years of experience in the finance industry. Martin Brown has taken additional exams to become a Certified Financial Planner (CFP®). 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.

2
Elizabeth B. Kussman
CRD#: 5012642
3077 Kettering Blvd., Suite 312, Dayton, OH 45458
81
Wealthminder
score

Elizabeth Kussman (CRD# 5012642) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory, LLC in Dayton, OH and has over 10 years of experience in the finance industry.

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