Elwyn
Brown

Berthel, Fisher & Company Financial Services, Inc

CRD#4493245
Investment Advisor
in Atlanta, GA

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About this Advisor

Elwyn Brown is a financial advisor based out of Atlanta, Georgia with a total of 12 years of relevant experience. Brown is an advisor for Berthel, Fisher & Company Financial Services, Inc. Over the course of their career, they have held roles at Berthel Fisher & Company Financial Services, Inc and Integras Partners. Brown has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Berthel, Fisher & Company Financial Services, Inc is an advisory company that has its headquarters in Cedar Rapids, IA. It has offices in 100 locations and a total of 100 financial advisors. It controls $396 million in assets across its 2,247 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,247 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Berthel, Fisher & Company Financial Services, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on the type of financial services offered. Fee types billed by Berthel, Fisher & Company Financial Services, Inc most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Atlanta, GA

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Berthel, Fisher & Company Financial Services, Inc Brokerage Details

Total Assets Under Management

$395,938,893

GA Average: $9,259,360,772
Total Number of Employees

100

GA Average: 166
Total Number of Accounts

2,247

GA Average: 7,189
Average Account Size

$176,208

GA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Elwyn Brown Work History

Elwyn has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Berthel Fisher & Company Financial Services, Inc

2011 - 2014 (3 years)

Integras Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elwyn Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Berthel Fisher & Company Financial Services, Inc

Kerry Judd
Midvale, UT
Alan Sabo
Suwanee, GA
Gail Kaczmarowski
Northbrook, IL
Payton Boyea
Sacramento, CA
Rickey Tiedemann
Henderson, NV
Andrew Christofferson
Cedar Rapids, IA
Bradford Williams
Midvale, UT
Matthew Samek
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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