Nathan
Brown
My Personal Cfo, LLC
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About this Advisor
Nathan Brown is a certified financial planner and chartered financial consultant working out of Vancouver, Washington who has 2 years of industry experience. Brown is on the advisory team at My Personal Cfo, LLC. Over the course of their career, Brown has held roles at Intel, Penn Mutual Insurance Company, Hornor Townsend & Kent Inc, Woodbury Financial Services Inc, Pacific Capital Resource Group, Kimsa Asset Management LLC and My Personal Cfo. Brown holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. My Personal Cfo, LLC is an advisory firm that has its headquarters in Vancouver, WA. It handles $196 million in assets under management among its 308 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 308 client accounts, 37% belong to high-net-worth investors who have at least $1 million in assets available to invest. My Personal Cfo, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually depend on the type of financial services provided. However, fees charged by My Personal Cfo, LLC likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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My Personal Cfo, LLC Brokerage Details
$196,194,676
4
308
$636,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nathan Brown Work History
Nathan has been registered as a financial advisor for 2 years.*
My Personal Cfo
Kimsa Asset Management LLC
Woodbury Financial Services Inc
Penn Mutual Insurance Company
Hornor Townsend & Kent Inc
Pacific Capital Resource Group
Intel
Kimsa Asset 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 Nathan 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 My Personal Cfo, LLC
Vancouver, WA
Vancouver, WA
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.
