AdvisorOS Directory
Claim Profile
Unclaimed Profile
MB

Martin Kuntz Brown

M.K. BROWN WEALTH ADVISORY, LLC·KETTERING, Ohio
Clean recordM.K. BROWN WEALTH ADVISORY, LLC
580 LINCOLN PARK BLVD., KETTERING, OH 45429CRD# 1163111Firm CRD# 121269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Kuntz Brown · KETTERING, OH
Registration
CRD #1163111 · M.K. BROWN WEALTH ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Martin Kuntz Brown is a registered financial advisor based in KETTERING, Ohio, affiliated with M.K. BROWN WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Martin

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

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

03

Firm Overview

Firm
M.K. BROWN WEALTH ADVISORY, LLC
M.K. BROWN WEALTH ADVISORY
AUM
$149M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at M.K. BROWN WEALTH ADVISORY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1163111
Firm CRD# 121269
View on FINRA BrokerCheck →

Looking for a financial advisor in KETTERING?

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

Browse KETTERING AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Martin Kuntz Brown offer?
Martin Kuntz Brown specializes in Investment Management, Wealth Management. Contact their office in KETTERING, Ohio for a consultation.
What are Martin Kuntz Brown's credentials?
Martin Kuntz Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Kuntz Brown located?
Martin Kuntz Brown is based in KETTERING, Ohio, working with M.K. BROWN WEALTH ADVISORY, LLC. Their office serves clients in the KETTERING metropolitan area and surrounding communities.
How does Martin Kuntz Brown charge for services?
Martin Kuntz Brown's firm is compensated through percentage of aum, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M.K. BROWN WEALTH ADVISORY, LLC?
M.K. BROWN WEALTH ADVISORY, LLC has approximately 3 employees and manages $149M 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 M.K. BROWN WEALTH ADVISORY, LLC

Elizabeth Brown Kussman
OAKWOOD, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile