Timothy B. Brown
BROWN WEALTH MANAGEMENT
Eden Prairie, MN 55344
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CRD#: 2665369
Professional summary
Timothy Balfour Brown, AIF®, CFP® is a registered financial advisor currently at BROWN WEALTH MANAGEMENT, LLC located in Eden Prairie, Minnesota and MISSION WEALTH MANAGEMENT, LP located in Eden Prairie, Minnesota.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Timothy has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
Our purpose is to help our clients by providing objective, personalized expertise and service. Our approach leverages ongoing portfolio management, financial planning, and life planning strategies.
Brown Wealth Management works on a Fee-only basis; we accept no commission-based compensation.
To find out more about how we can help you, please visit our website at http://www.brownwealth.com.
Tim Brown is the founder and president of Brown Wealth Management, a comprehensive, fee-only financial planning firm headquartered in the Eden Prairie area of Minnesota's Twin Cities. As a qualified professional in the areas of retirement strategies and investments, Tim has been a guest lecturer at the Carlson School of Management/University of Minnesota, and has been interviewed in and contributed to articles in Money magazine, Kiplinger's Personal Finance magazine, NAPFA Advisor, the StarTribune and Pioneer Press. Tim has also contributed to the book "Just Give Me the Answer$."
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
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 Timothy Balfour 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: 2004
Experience
Current
March 23, 2012 - Present
BROWN WEALTH MANAGEMENT, LLC
Office #1: 12100 Single Tree Lane, #175, Eden Prairie, MN 55344RIA
CRD#: 121072
Eden Prairie, MN
Current
April 1, 2025 - Present
MISSION WEALTH MANAGEMENT, LP
Office #1: 12100 Single Tree Lane #175, Eden Prairie, MN 55344RIA
CRD#: 113057
Eden Prairie, MN
Past
July 30, 2001 - April 24, 2002
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
October 4, 1995 - November 27, 1996
DOWLING & PARTNERS SECURITIES LLC
BD
CRD#: 24746
FARMINGTON, CT
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
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC
CRD#: 113057 / SEC#: 801-61230
RIA
Registered Investment Advisory firm - (6/7/2002 Approved)California
Registered Investment Advisory firm - (6/14/2002 Terminated)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
Minnesota(1/21/2014)
IAR
Wisconsin(3/23/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MW
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC
CRD#: 113057 / SEC#: 801-61230
RIA
Registered Investment Advisory firm - (6/7/2002 Approved)California
Registered Investment Advisory firm - (6/14/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1111 Chapala Street 3rd Floor, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 882-2360
Established
Firm type
Fiscal year end
# of Employees
145
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,456 |
| AUM (Assets Under Management) | $ 10,024,060,630 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
