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RB

Ritchie O. Brown

ELK RIDGE FINANCIAL SERVICES
Omaha, NE
Some features on this profile are disabled
CRD#: 3195199
RB

Professional summary


Ritchie O Brown, who also goes by Ritchie Olin Brown, Ritchie Brown, is a registered financial advisor currently at ELK RIDGE FINANCIAL SERVICES located in Omaha, Nebraska.

Ritchie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ritchie has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ritchie Olin Brown | Ritchie Brown

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 Ritchie O 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®
None

Experience


Current

August 3, 2020 - Present

ELK RIDGE FINANCIAL SERVICES

RIA
CRD#: 309131
Omaha, NE
Past

March 13, 2019 - April 14, 2020

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 125446
Omaha, NE
Past

August 6, 2010 - April 14, 2020

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
OMAHA, NE
Past

July 2, 2010 - December 3, 2019

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
OMAHA, NE
Past

January 17, 2006 - November 4, 2009

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

September 11, 2002 - October 24, 2002

DATEK ONLINE FINANCIAL SERVICES LLC

BD
CRD#: 36807
JERSEY CITY, NJ
Past

January 2, 2002 - October 21, 2005

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

September 29, 1999 - December 31, 2001

J.P. SECURITIES, INC.

BD
CRD#: 36559
BELLEVUE, NE
Past

March 26, 1999 - September 3, 1999

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
Nebraska
(8/3/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/5/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


ER
ELK RIDGE FINANCIAL SERVICES
ELK RIDGE FINANCIAL SERVICES | ELK RIDGE FINANCIAL SERVICES, LLC.

CRD#: 309131 / SEC#:

Nebraska
Registered Investment Advisory firm - (6/25/2020 Approved)
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Contact information


Main Address
Omaha, NE
Mailing Address
Phone number
(402) 297-6385
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

Red Flags


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

Company Information


ELK RIDGE FINANCIAL SERVICES

CRD#: 309131Omaha, NE

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