Timothy
Brown
Anderson Financial Strategies, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Timothy Brown is a financial advisor operating in Dayton, Ohio with a total of 5 years of relevant experience. Brown currently works for Anderson Financial Strategies, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, The Retirement Plan Company, LLC, Wells Fargo Clearing Services, LLC, Cutter And Company Brokerage, Inc, United Planners Financial Services Of America, Anderson Financial Strategies, Yyz Properties, LLC, Bikeway And Non-Motorized Transportation Advisory Committee, Timothy R. Brown and Anderson Financial Strategies, LLC. Brown has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Anderson Financial Strategies, LLC is a financial advisory firm based in Dayton, OH. It has $206 million in assets across its 469 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 469 customer accounts, 26% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Anderson Financial Strategies, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Anderson Financial Strategies, LLC Brokerage Details
$205,617,048
6
469
$438,416
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Timothy Brown Work History
Timothy has been registered as a financial advisor for 5 years.*
Anderson Financial Strategies
Bikeway And Non-Motorized Transportation Advisory Committee
Anderson Financial Strategies, LLC
Timothy R. Brown
Yyz Properties, LLC
Yyz Properties, LLC
United Planners Financial Services Of America
Wells Fargo Clearing Services, LLC
Cutter And Company Brokerage, Inc
Wells Fargo Advisors, LLC
The Retirement Plan Company, 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 Anderson Financial Strategies, LLC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.