Wilson & Browning, Inc.

Wilson & Browning, Inc. (CRD# 121900) is a financial advisory firm headquartered in Cleveland Heights, OH. They manage $11,500,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $92,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

OH

Financial Advisors at Wilson & Browning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen Browning-Ceicys
CRD#: 1694785
29425 Chagrin Blvd., Suite 104, Pepper Pike, OH 44122
93
Wealthminder
score

Kathleen Browning-Ceicys (CRD# 1694785) is an Investment Advisor Representative working at Wilson & Browning, Inc. in Pepper Pike, OH and has over 25 years of experience in the finance industry.

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