Martin
Brown
M.K. Brown Wealth Advisory
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About this Advisor
Martin Brown is a certified financial planner who works out of Dayton, Ohio with a total of 17 years of industry experience. Brown works at M.K. Brown Wealth Advisory. The advisor has gained experience at Raymond James Financial Services, Inc, M. K. Brown Wealth Advisory, LLC M.K. Brown & Associates, Raymond James Financial Services Advisors Inc, Partners In Parent Care LLC and Mk Brown Wealth Advisory. Brown holds a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Ohio. M.K. Brown Wealth Advisory is a registered investment company based in Dayton, OH. It has $128 million in assets among its 285 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 285 customer accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically are based on the type of financial services. However, fees charged by M.K. Brown Wealth Advisory most likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M.K. Brown Wealth Advisory Brokerage Details
$128,146,285
4
285
$449,636
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Martin Brown Work History
Martin has been registered as a financial advisor for 17 years.*
Raymond James Financial Services Advisors Inc
M. K. Brown Wealth Advisory, LLC M.K. Brown & Associates
Mk Brown Wealth Advisory
Raymond James Financial Services, Inc
Partners In Parent Care 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 Martin 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 M.K. Brown Wealth Advisory
Dayton, OH
Dayton, 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.
