Unclaimed Profile

Gary T Brewton

TITLETOWN WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

SIE, Series 6, Series 7, Series 63, Series 65CFP19 years registeredTITLETOWN WEALTH MANAGEMENT, LLC

1221 BELLEVUE STREET, GREEN BAY, WI 54302CRD# 4998814Firm CRD# 307752

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary T Brewton · GREEN BAY, WI

Registration

CRD #4998814 · TITLETOWN WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

TITLETOWN WEALTH MANAGEMENT, LLC

May 2020 – present

CONCEPTUAL FINANCIAL ADVISORS, LLC

Jan 2023 – Jan 2026

ST AUGUSTINE, FL

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Jun 2021 – Dec 2021

GREEN BAY, WI

WOODBURY FINANCIAL SERVICES, INC.

Oct 2017 – May 2020

GREEN BAY, WI

LPL FINANCIAL LLC

May 2016 – Oct 2017

GREEN BAY, WI

WELLS FARGO ADVISORS, LLC

May 2011 – May 2016

SHEBOYGAN FALLS, WI

ASSOCIATED INVESTMENT SERVICES, INC.

Jun 2009 – Jun 2011

SHEBOYGAN, WI

CHASE INVESTMENT SERVICES CORP.

Feb 2007 – Jun 2009

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 20, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2011Customer Dispute·Denied

2008Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TITLETOWN WEALTH MANAGEMENT, LLC

CRD 307752 · SEC 801-121461

AUM

$109M

Regulatory assets under management

Employees

814 client accounts

Services offered by TITLETOWN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TITLETOWN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gary T Brewton offer?

Gary T Brewton specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Gary T Brewton's credentials?

Gary T Brewton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gary T Brewton located?

Gary T Brewton is based in GREEN BAY, Wisconsin, working with TITLETOWN WEALTH MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does Gary T Brewton charge for services?

Gary T Brewton'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 TITLETOWN WEALTH MANAGEMENT, LLC?

TITLETOWN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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