Timothy R. Brown
Professional summary
Timothy Robert Brown, who also goes by Tim Brown, is a registered financial advisor currently at MONTIS FINANCIAL, LLC located in Boise, Idaho.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Timothy has worked at 12 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Robert Brown's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2023 - Present
MONTIS FINANCIAL, LLC
January 17, 2018 - January 2, 2024
360 FAMILY OFFICE, LLC
September 7, 2012 - December 31, 2017
360 FAMILY OFFICE, LLC
November 4, 2003 - August 31, 2012
KESTRA INVESTMENT SERVICES, LLC
November 4, 2003 - August 31, 2012
KESTRA INVESTMENT SERVICES, LLC
April 23, 2003 - January 28, 2004
APD FINANCIAL
May 8, 1997 - November 4, 2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
December 5, 1989 - April 9, 1997
GUARDIAN INVESTOR SERVICES LLC
March 18, 1988 - May 10, 1988
METLIFE INVESTORS DISTRIBUTION COMPANY
June 16, 1987 - February 23, 1988
GAF FINANCIAL AND INSURANCE SERVICES
December 19, 1986 - February 13, 1988
PAMCO SECURITIES AND INSURANCE SERVICES
December 9, 1986 - November 14, 1989
UR FINANCIAL, INC.
January 27, 1986 - December 26, 1986
TRANSAMERICA FINANCIAL ADVISORS, INC.
September 24, 1985 - January 28, 1986
AMERICAN PACIFIC SECURITIES CORPORATION
Primary Firm SEC Registration
MONTIS FINANCIAL, LLC
CRD#: 163986 / SEC#: 801-76534
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2023)
(12/14/2023)
Exams
Current Firm
MONTIS FINANCIAL, LLC
CRD#: 163986 / SEC#: 801-76534
Contact information
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,937 |
| AUM (Assets Under Management) | $ 1,012,415,189 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 12/17/2024 | ||
| 03/15/2024 | ||
| 01/19/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
