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Elizabeth Brown Kussman

M.K. BROWN WEALTH ADVISORY, LLC·OAKWOOD, Ohio
SIE, Series 7, Series 66Clean record19 years registeredM.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 · 19 years registered
Brand Profile
Not yet started
01

Career History

M.K. BROWN WEALTH ADVISORY
Aug 2006 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 24, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269 · SEC 801-121348
AUM
$149M
Regulatory assets under management
Employees
3
290 client accounts
Services offered by M.K. BROWN WEALTH ADVISORY, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at M.K. BROWN WEALTH ADVISORY, LLC →
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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
CFP

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