Timothy
Brown

Brown Wealth Management, LLC

CRD#2665369
Investment Advisor
in Eden Prairie, MN

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About this Advisor

Timothy Brown is a certified financial planner and chartered financial analyst based in Eden Prairie, Minnesota with 11 years of relevant experience. Brown is an advisor for Brown Wealth Management, LLC. They have worked at Brown Wealth Management, Llc for their entire career. Brown maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Minnesota and Wisconsin. Brown Wealth Management, LLC is a company that has its headquarters in Eden Prairie, MN. It administers $159 million in assets across its 559 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 559 accounts, 49% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on the type of financial services. However, fees billed by Brown Wealth Management, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

12100 Single Tree Lane, #175
Eden Prairie, MN 55344

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Brown Wealth Management, LLC Brokerage Details

Total Assets Under Management

$159,296,000

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

559

MN Average: 8,262
Average Account Size

$284,966

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Timothy Brown Work History

Timothy has been registered as a financial advisor for 11 years.*

2002 - Present (22 years)

Brown Wealth Management, LLC

*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 Timothy 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 Brown Wealth Management, LLC

Michael Urch
Eden Prairie, MN
Polly Hamm
Eden Prairie, MN
Timothy Brown
Eden Prairie, MN

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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