Deanna A. Brown

CONTEMPORARY FINANCIAL PLANNING

Blairsville, GA 30512

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CRD#: 4268868

Professional summary

Deanna Ann Brown, CFP®, who also goes by Deanna A Calabrisotto, Deanna Ann Calabrisotto, is a registered financial advisor currently at CONTEMPORARY FINANCIAL PLANNING located in Blairsville, Georgia.

Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Deanna has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deanna A Calabrisotto | Deanna Ann Calabrisotto

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.

Deanna Brown is currently employed as Founder and President of Baglady Divorce located at [Address] Jacksonville Florida. This activity accounts for approximately 20% of their time and is not investment-related, of which 8 hours/week are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Ann 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^®

Certified Financial Planner

Start date: 2005

Experience

Current

August 31, 2021 - Present

CONTEMPORARY FINANCIAL PLANNING

Office #1: 44b Blue Ridge Street, Blairsville, GA 30512Office #2: 6821 Southpoint Drive N. Suite 125, Jacksonville, FL 32216

RIA

CRD#: 314869

Blairsville, GA

Past

October 21, 2019 - August 31, 2021

BISON WEALTH, LLC

RIA

CRD#: 165931

Jacksonville, FL

Past

October 31, 2005 - January 8, 2019

OSAIC SERVICES, INC.

CRD#: 133763

JACKSONVILLE BEACH, FL

Past

October 25, 2002 - October 9, 2019

ULLMANN WEALTH PARTNERS

RIA

CRD#: 123748

JACKSONVILLE BEACH, FL

Past

October 4, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 4, 2001 - January 11, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 4, 2001 - November 6, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

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

Florida
(8/31/2021)

IAR

Georgia
(7/2/2024)

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: 1/29/2001

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: 1/3/2001

General Securities Representative Examination

Current Firm

CONTEMPORARY FINANCIAL PLANNING

CRD#: 314869 / SEC#:

Florida

Registered Investment Advisory firm - (8/31/2021 Approved)

Georgia

Registered Investment Advisory firm - (7/1/2024 Approved)

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Contact information

Main Address

6821 Southpoint Drive N. Suite 125, Jacksonville, FL 32216

Mailing Address

Phone number

(904) 217-6377

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 39,308,594

Red Flags

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

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Deanna A. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CONTEMPORARY FINANCIAL PLANNING

BISON WEALTH, LLC

OSAIC SERVICES, INC.

ULLMANN WEALTH PARTNERS

SUNAMERICA SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/3/2001

Current Firm

CONTEMPORARY FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONTEMPORARY FINANCIAL PLANNING

TRUST BUT VERIFY

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