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Deanna Jean Brown

Deanna J. Brown

WEST STATE WEALTH MANAGEMENT GROUP | Financial Advisor
ROCKFORD, IL 61107
CRD#: 4249680
Some features on this profile are disabled
Deanna Jean Brown
Deanna Jean BrownWEST STATE WEALTH MANAGEMENT GROUP

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.

Question & Answer

What are your service offerings?
Retirement Planning Strategies
Retirement Income Strategies
Tax Planning Strategies
Are you a "fiduciary"?
Yes

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

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 30, 2000 - June 30, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/11/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2000
General Securities Representative Examination

Current Firm

WS
WEST STATE WEALTH MANAGEMENT GROUP, LLC
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
2

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)
0

Red Flags

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

Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Financial AdvisorCRD#: 342692Rockford, IL 61107

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Contact information

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