Kurt
Brown
Pds Planning Inc
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About this Advisor
Kurt Brown is a chartered financial analyst working out of Dublin, Ohio, who has 10 years of relevant experience. Brown currently works for Pds Planning Inc. Their career trajectory has included roles at Pds Planning, Inc. Brown has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Ohio. Pds Planning Inc is a financial advisory business operating out of Dublin, OH. It oversees $1 billion in assets across its 2,850 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 2,850 accounts, 52% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Pds Planning Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pds Planning Inc Brokerage Details
$1,045,587,285
16
2,850
$366,873
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kurt Brown Work History
Kurt has been registered as a financial advisor for 10 years.*
Pds Planning, Inc
Pds Planning, Inc
*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 Kurt 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 Pds Planning Inc
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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.
