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Ozro Charles Brown

CTB FINANCIAL SERVICES, LTD.·SAINT LOUIS PARK, Minnesota
Clean record11 years registeredCTB FINANCIAL SERVICES, LTD.
5811 SOUTH CEDAR LAKE ROAD, SAINT LOUIS PARK, MN 55416CRD# 5153371Firm CRD# 141278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ozro Charles Brown · SAINT LOUIS PARK, MN
Registration
CRD #5153371 · CTB FINANCIAL SERVICES, LTD. · 11 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Aug 2023 – present
CTB FINANCIAL SERVICES, LTD.
Mar 2015 – Nov 2023
SAINT LOUIS PARK, MN
02

Registrations & Exams

Registration record
First registered · March 16, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CTB FINANCIAL SERVICES, LTD.
CRD 141278 · SEC 801-68577
AUM
$218M
Regulatory assets under management
Employees
9
1,033 client accounts
Services offered by CTB FINANCIAL SERVICES, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CTB FINANCIAL SERVICES, LTD. →
Introduction

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05

Frequently Asked Questions

What services does Ozro Charles Brown offer?
Ozro Charles Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS PARK, Minnesota for a consultation.
What are Ozro Charles Brown's credentials?
Ozro Charles Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ozro Charles Brown located?
Ozro Charles Brown is based in SAINT LOUIS PARK, Minnesota, working with CTB FINANCIAL SERVICES, LTD.. Their office serves clients in the SAINT LOUIS PARK metropolitan area and surrounding communities.
How does Ozro Charles Brown charge for services?
Ozro Charles Brown's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CTB FINANCIAL SERVICES, LTD.?
CTB FINANCIAL SERVICES, LTD. has approximately 9 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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