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Brynn Thomas Walden

ASH MATSON WEALTH PARTNERS
LONDON, OH
·CRD# 2340158·33 years experience

Professional Summary

Brynn Thomas Walden is a registered financial advisor currently at ASH MATSON WEALTH PARTNERS, INC. located in London, Ohio. Brynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brynn has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

ASH MATSON WEALTH PARTNERS, INC.·CRD# 166261
RIA
London, OH
January 9, 2026 - Present
PLATINUM CAPITAL ADVISORS LLC·CRD# 226553
RIA
Milford, OH
June 8, 2015 - December 31, 2025
PFS INVESTMENTS INC.·CRD# 10111
BD
April 14, 1993 - December 31, 1994

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Current Firm

AM
ASH MATSON WEALTH PARTNERS, INC.

ASH MATSON WEALTH PARTNERS, INC. | MATSON FINANCIAL GROUP, INC. | ASH MATSON WEALTH PARTNERS, LLC

CRD#: 166261
Florida
Registered Investment Advisory firm - Florida (1/24/2013 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (1/4/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (5/7/2025 Approved)
Ohio
Registered Investment Advisory firm - Ohio (3/18/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (9/27/2022 Conditional Restricted)

Contact Information

Main Address

Palm City, FL

Phone Number

(513) 518-8107

# of Employees

7

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) B. WALDEN INVESTMENTS LTD & SOUTHERN CROSS MANAGEMENT LTD, MANAGING MEMBER SINCE 1993. MANAGES MULTIPLE RENTAL PROPERTIES FOR SEVERAL REAL ESTATE COMPANIES AND PARTNERSHIPS. ALSO, RUNS DEVELOPMENT AND CONSTRUCTION ON SMALL REAL ESTATE DEVELOPMENTS. 2) GREENSTONE DEVELOPERS LLC SINCE 2007 - PARTNER/MANAGING MEMBER - REAL ESTATE DEVELOPMENT. 3) LHR PROPERTIES LTD SINCE 2014 - PARTNER/MANAGING MEMBER - REAL ESTATE DEVELOPMENT. TOTAL HOURS FOR ALL OUTSIDE BUSINESS ACTIVITIES IS 40 PER WEEK WITH APPROXIMATELY 7 DURING TRADING HOURS.

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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.
IAR
Ohio
(1/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1993About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1993About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brynn Thomas Walden's CRS (Customer Relationship Summary).

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