Glenn F. Brown

PLANDYNAMIC

Framingham, MA 01701

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CRD#: 2488667

Professional summary

Glenn Forrest Brown, CFP® is a registered financial advisor currently at PLANDYNAMIC, LLC located in Framingham, Massachusetts.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Glenn has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Biography

About Glenn Brown

Prior to starting PlanDynamic, Glenn served as Managing Director, Portfolio Strategist for Windhaven Investment Management and has over 20 years in wealth management including roles with Charles Schwab, Bank of America and Columbia Management. 

Glenn has an MBA in finance from the Carroll Graduate School of Management at Boston College and has a BA in liberal arts from University of New Hampshire. He holds both the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CPRC®) designations. 

His time is also spent as a mentor for Year Up Boston, raising a family with his wife, Karina and introducing music to their two young daughters, including dancing with them to concert videos of “David” Byrne, “Jimmy” Page, “Freddie” Mercury and Prince.

Question & Answer

What are your service offerings?

Estate Planning

Budgeting

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Retirement Income Management

Education Planning

Investment Planning

Employee and Employer Plan Ben...

Inheritance

Tax Planning

Do you have an area of expertise or specialization?

College/Education Planning

Estate & Generational Planning...

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Forrest 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^®

Certified Financial Planner

Start date: 2015

Experience

Current

April 9, 2018 - Present

PLANDYNAMIC, LLC

Office #1: 945 Concord Street, Framingham, MA 01701

RIA

CRD#: 291154

Framingham, MA

Past

May 23, 2017 - June 8, 2017

THOMASPARTNERS, INC.

RIA

CRD#: 104966

Boston, MA

Past

March 25, 2013 - June 8, 2017

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 155138

BOSTON, MA

Past

April 15, 2011 - February 6, 2013

CHARLES SCHWAB & CO., INC.

CRD#: 5393

BOSTON, MA

Past

October 23, 2009 - November 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOSTON, MA

Past

December 15, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

May 19, 2006 - December 31, 2008

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

March 29, 2005 - May 19, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

September 23, 2003 - March 8, 2005

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

July 28, 1995 - October 9, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 21, 1994 - May 25, 1995

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

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

Massachusetts
(4/9/2018)

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

State Security Law Exam

IAR

Series 65

Date: 3/18/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 3/24/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

PLANDYNAMIC, LLC

CRD#: 291154 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/9/2018 Approved)

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Contact information

Main Address

945 Concord Street, Framingham, MA 01701

Mailing Address

Phone number

(508) 834-7733

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 20,410,039

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Glenn F. Brown

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Forrest Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

THOMASPARTNERS, INC.

WINDHAVEN INVESTMENT MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BOFA DISTRIBUTORS, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

IFMG SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

FAIRCHILD FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2013

Series 63

Date: 7/22/1994

Series 7

Date: 7/15/1994

Series 8

Date: 3/24/1998

Current Firm

PLANDYNAMIC, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PLANDYNAMIC, LLC

TRUST BUT VERIFY

Contact information

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