M.k. Brown Wealth Advisory

M.k. Brown Wealth Advisory (CRD# 121269) is a financial advisory firm headquartered in Oakwood, OH. They manage $149,000,000 in 290 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2331 Far Hills Ave., Suite 100, Oakwood, OH 45419
https://www.linkedin.com/in/martin-k-bo-brown-366b0b45
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $513,793
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at M.k. Brown Wealth Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Martin Brown, financial advisor Oakwood OH
Martin K. Brown
CRD#: 1163111
2331 Far Hills Ave., Suite 100, Oakwood, OH 45419

Martin Brown (CRD# 1163111) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory in Oakwood, OH and has over 40 years of experience in the finance industry.

2
Elizabeth Kussman, financial advisor Dayton OH
Elizabeth B. Kussman
CRD#: 5012642
3077 Kettering Blvd., Suite 312, Dayton, OH 45458

Elizabeth Kussman (CRD# 5012642) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory in Dayton, OH and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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