Mark R. Brown
MODERN WEALTH MANAGEMENT | Managing Partner
DENVER, CO 80290
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CRD#: 1147102
Professional summary
Mark Ransom Brown, CFP® is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Denver, Colorado.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Our Mission Statement has evolved as our experience in the business of managing clients has grown. Today, it is our passion to find practical ways in which to communicate our time-tested strategies for a successful retirement. Jargon and confusing language are very common in our industry. In fact, the “back stage” acronyms and financial slang that we see so often in our industry only serve to confuse those families who hire advisors. We work on developing ideas that enhance the vernacular and compose our messaging for a clear and successful investment path. As part of clarifying the financial planning process for our clients, we have created several key proprietary models and methods. Our proprietary methods include: The Retirement Balancing Act™, The Retirement Shock Absorber®, The Withdrawal Stress Test™, and The Retirement Tax Filter®; all internally invented and trademark processes. Proprietary Methods differentiate our company, they also help the client determine if we are like minded. This translates into our high client retention rate, as we screen for mutual compatibility from the first meeting.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Insurance
Philanthropic services
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
3M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Ransom Brown's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
April 21, 2026 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 250 Fillmore Street Suite 475, Denver, CO 80290RIA
CRD#: 324624
DENVER, CO
Past
October 17, 2003 - December 31, 2019
BROWN AND COMPANY, INC.
RIA
CRD#: 127709
DENVER, CO
Past
January 1, 1999 - November 12, 2015
BROWN & TEDSTROM, INC.
RIA
CRD#: 116371
DENVER, CO
Past
August 19, 1996 - April 28, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
DENVER, CO
Past
December 16, 1989 - April 28, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
DENVER, CO
Past
September 29, 1988 - December 16, 1989
LINSCO FINANCIAL GROUP, INC.
BD
CRD#: 524
Past
November 21, 1985 - August 30, 1988
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
Past
June 22, 1983 - December 4, 1985
FSC SECURITIES CORPORATION
BD
CRD#: 7461
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(4/21/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 Approved)PREMIUM
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Contact information
Main Address
1712 Main Street Suite 400, Kansas City, MO 64108
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
253
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,617 |
| AUM (Assets Under Management) | $ 10,904,051,242 |
Red Flags
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Company Information
MODERN WEALTH MANAGEMENT, LLC
Managing PartnerCRD#: 324624Denver, CO 80290TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
