AdvisorOS Directory
Claim Profile
Unclaimed Profile
BB

Beau M Browning

CVFG LLC·SHELBYVILLE, Indiana
SIE, Series 6, Series 7, Series 26, Series 63ChFCClean record15 years registeredCVFG LLC
2177 INTELLIPLEX DR. STE 201, SHELBYVILLE, IN 46176CRD# 4960304Firm CRD# 325310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Beau M Browning · SHELBYVILLE, IN
Registration
CRD #4960304 · CVFG LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Apr 2025 – present
COREVISION FINANCIAL GROUP
May 2023 – present
LPL FINANCIAL LLC
Dec 2010 – Nov 2023
SHELBYVILLE, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
Registration record
First registered · December 20, 2010
Years registered · 15
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CVFG LLC
CRD 325310 · SEC 801-127739
AUM
$298M
Regulatory assets under management
Employees
11
1,407 client accounts
Services offered by CVFG LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CVFG LLC →
Introduction

Speak with Beau

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Beau is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHELBYVILLE?

Browse all registered financial advisors in SHELBYVILLE, Indiana or claim this profile if it's yours.

Browse SHELBYVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Beau M Browning offer?
Beau M Browning specializes in Financial Planning, Investment Management. Contact their office in SHELBYVILLE, Indiana for a consultation.
What are Beau M Browning's credentials?
Beau M Browning holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Beau M Browning located?
Beau M Browning is based in SHELBYVILLE, Indiana, working with CVFG LLC. Their office serves clients in the SHELBYVILLE metropolitan area and surrounding communities.
How does Beau M Browning charge for services?
Beau M Browning's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CVFG LLC?
CVFG LLC has approximately 11 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CVFG LLC

Grant Marshall Reeves
SHELBYVILLE, IN
Jason Busald Pike
SHELBYVILLE, IN
Brent Dalton Thoman
SHELBYVILLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile