Chelsea
Brown
Next Financial Group, Inc
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About this Advisor
Chelsea Brown is a financial advisor based in Fort Wayne, Indiana, working with Next Financial Group, Inc. Chelsea has previously held positions at Valparaiso University, Lassus Handy Dandy, Fundacion Mujer, Valparaiso University Dining Services, Empyrean Events & Catering, Axa Advisors, LLC, Nylife Securities LLC, Neil Bryson, Eagle Strategies LLC, New York Life Insurance, Inheritance Financial Solutions, and Next Financial Group. Chelsea has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Illinois, Indiana, Iowa, Michigan, and Texas. Currently, Chelsea is part of Next Financial Group, Inc, which operates out of Fort Wayne, Indiana. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$3,522,327,030
613
17,352
$202,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Chelsea Brown Work History
Inheritance Financial Solutions
Next Financial Group
New York Life Insurance
Nylife Securities LLC
Neil Bryson
Eagle Strategies LLC
Axa Advisors, LLC
Valparaiso University
Fundacion Mujer
Empyrean Events & Catering
Lassus Handy Dandy
Valparaiso University Dining Services
Valparaiso University
Disclosures
Please visit the SEC profile of Chelsea Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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