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Elizabeth Brown Kussman

M.K. BROWN WEALTH ADVISORY, LLC·OAKWOOD, Ohio
Clean recordM.K. BROWN WEALTH ADVISORY, LLC
2331 FAR HILLS AVE., OAKWOOD, OH 45419CRD# 5012642Firm CRD# 121269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Brown Kussman · OAKWOOD, OH
Registration
CRD #5012642 · M.K. BROWN WEALTH ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Brown Kussman is a registered financial advisor based in OAKWOOD, 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

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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# 5012642
Firm CRD# 121269
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Brown Kussman offer?
Elizabeth Brown Kussman specializes in Investment Management, Wealth Management. Contact their office in OAKWOOD, Ohio for a consultation.
What are Elizabeth Brown Kussman's credentials?
Elizabeth Brown Kussman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Brown Kussman located?
Elizabeth Brown Kussman is based in OAKWOOD, Ohio, working with M.K. BROWN WEALTH ADVISORY, LLC. Their office serves clients in the OAKWOOD metropolitan area and surrounding communities.
How does Elizabeth Brown Kussman charge for services?
Elizabeth Brown Kussman'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.
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Martin Kuntz Brown
KETTERING, OH

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