Deanna J. Brown

WEST STATE WEALTH MANAGEMENT GROUP | Financial Advisor

ROCKFORD, IL 61107

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CRD#: 4249680

Professional summary

Deanna Jean Brown, who also goes by Deanna Brown, is a registered financial advisor currently at WEST STATE WEALTH MANAGEMENT GROUP, LLC located in Rockford, Illinois.

Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Deanna has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Retirement Planning Strategies

Retirement Income Strategies

Tax Planning Strategies

Aliases

Deanna 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 Deanna Jean 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

June 24, 2026 - Present

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Office #1: 2990 N Perryville Rd Suite 2100b, Rockford, IL 61107

RIA

CRD#: 342692

ROCKFORD, IL

Past

September 18, 2000 - June 30, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ROCKFORD, IL

Past

August 30, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 30, 2000 - June 30, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ROCKFORD, IL

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

Illinois
(6/24/2026)

IAR

Iowa
(7/1/2026)

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

State Security Law Exam

IAR

Series 66

Date: 9/11/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2000

General Securities Representative Examination

Current Firm

WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA

Registered Investment Advisory firm - (6/10/2026 120-Day Approval)

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Contact information

Main Address

7 West State Street Suite 100, Sharon, PA 16146

Mailing Address

Phone number

(971) 371-3450

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A DISCLOSURE BROCHURE - WEST STATE WEALTH MANAGEMENT GROUP, LLC (5/11/2026)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Deanna J. Brown

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Jean Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST STATE WEALTH MANAGEMENT GROUP, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2000

Current Firm

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Contact information

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