Kevin G. Brown

INSIGHT WEALTH PARTNERS

Plano, TX 75023

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CRD#: 3084314

Professional summary

Kevin Gerard Brown is a registered financial advisor currently at INSIGHT WEALTH PARTNERS located in Plano, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kevin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

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.

1) Business Ownership; K G Brown Enterprises, LLC; President; Created for tax purposes only. No activities will be done thru this business; Highland Village, TX 75077; Not Investment Related; April 2017; 0 hours per month; 0 during trading hours. 2) Bishop Dunne Catholic HS Board of Directors - help facilitate the mission created by Bishop Dunne for its students by sharing experiences, expertise, and knowledge. Three-year term, meetings every other month and committee meetings monthly. Monthly committee - Finance Team. Provide financial oversight & advice for Bishop Dunne's operating budget. Spends 1/hr. per month. 0 trade hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Gerard Brown's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 5, 2018 - Present

INSIGHT WEALTH PARTNERS

Office #1: 3333 Premier Drive Suite #800, Plano, TX 75023

RIA

CRD#: 153635

Plano, TX

Past

January 22, 1999 - February 5, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PLANO, TX

Past

December 2, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 2, 1998 - February 5, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PLANO, TX

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".

INSIGHT WEALTH PARTNERS

INSIGHT WEALTH PARTNERS | INSIGHT WEALTH PARTNERS, LLC

CRD#: 153635 / SEC#: 801-71491

RIA

Registered Investment Advisory firm - (6/4/2010 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

Texas
(2/5/2018)

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: 9/3/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/24/1998

General Securities Representative Examination

Current Firm

INSIGHT WEALTH PARTNERS

INSIGHT WEALTH PARTNERS | INSIGHT WEALTH PARTNERS, LLC

CRD#: 153635 / SEC#: 801-71491

RIA

Registered Investment Advisory firm - (6/4/2010 Approved)

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Contact information

Main Address

3333 Premier Drive Suite 800, Plano, TX 75023

Mailing Address

Phone number

(972) 543-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,062
AUM (Assets Under Management)	$ 970,284,631

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.

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Advisor Monitoring

Firm Stability Insights

Kevin G. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Gerard Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

INSIGHT WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/1998

Series 63

Date: 8/28/1998

SIE

Date: 2/5/2018

Series 7

Date: 11/24/1998

Current Firm

INSIGHT WEALTH PARTNERS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT WEALTH PARTNERS

TRUST BUT VERIFY

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