Chelsea
Brown

Next Financial Group, Inc

CRD#6696446
Investment Advisor
in Fort Wayne, IN

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1001 Chestnut Hills Pkwy Suite 110
Fort Wayne, IN 46814

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,522,327,030

IN Average: $3,042,739,679
Total Number of Employees

613

IN Average: 49
Total Number of Accounts

17,352

IN Average: 2,315
Average Account Size

$202,993

IN Average: $1,314,358

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

2023 - Present (1 year)

Inheritance Financial Solutions

2023 - Present (1 year)

Next Financial Group

2020 - 2023 (3 years)

New York Life Insurance

2018 - 2023 (5 years)

Nylife Securities LLC

2018 - 2020 (2 years)

Neil Bryson

2018 - 2023 (5 years)

Eagle Strategies LLC

2016 - 2018 (2 years)

Axa Advisors, LLC

2015 - 2015 (< 1 year)

Valparaiso University

2015 - 2015 (< 1 year)

Fundacion Mujer

2015 - 2015 (< 1 year)

Empyrean Events & Catering

2014 - 2015 (1 year)

Lassus Handy Dandy

2013 - 2014 (1 year)

Valparaiso University Dining Services

2012 - 2016 (4 years)

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.

Financial Advisors at Next Financial Group, Inc

Kaitlyn Pfluger
Roseville, CA
Brad Pickett
Houston, TX
Joshua Roche
Allentown, PA
Ronald Payne
Houston, TX
Liyuan Lee
San Mateo, CA
Jeffrey Boyea
Syracuse, NY
Deena Kobrin
Robbinsville, NJ

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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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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