Michael
Urch
Brown Wealth Management, LLC
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About this Advisor
Michael Urch is a certified financial planner based out of Eden Prairie, Minnesota, with a total of 5 years of relevant experience. Urch is an employee of Brown Wealth Management, LLC. Their career trajectory has included roles at The Prudential Insurance Company Of America, Pruco Securities LLC, Bethel University, Md Financial / Vestment Financial and Brown Wealth Management, LLC. Urch holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Brown Wealth Management, LLC is a registered investment company based out of Eden Prairie, MN. It manages $159 million in assets between its 559 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 559 client accounts, 49% are held by high-net-worth clients who have greater than $1 million in investable assets. Brown Wealth Management, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Brown Wealth Management, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brown Wealth Management, LLC Brokerage Details
$159,296,000
4
559
$284,966
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Urch Work History
Michael has been registered as a financial advisor for 5 years.*
Brown Wealth Management, LLC
Md Financial / Vestment Financial
The Prudential Insurance Company Of America
Pruco Securities LLC
The Prudential Insurance Company Of America
Bethel University
*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 Michael Urch 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 Brown Wealth Management, LLC
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
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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.
