Mary C. Brown

CAMPBELL NEWMAN ASSET MANAGEMENT

Milwaukee, WI 53202

Some features on this profile are disabled

CRD#: 4334665

Professional summary

Mary Campbell Brown is a registered financial advisor currently at CAMPBELL NEWMAN ASSET MANAGEMENT INC located in Milwaukee, Wisconsin.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Mary has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Campbell 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 4, 1988 - Present

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Office #1: 330 East Kilbourn Avenue Suite 1125, Milwaukee, WI 53202

RIA

CRD#: 107003

Milwaukee, WI

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".

CAMPBELL NEWMAN ASSET MANAGEMENT INC

CRD#: 107003 / SEC#: 801-8825

RIA

Registered Investment Advisory firm - (8/26/1972 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
(6/28/2012)

IAR

Wisconsin
(2/4/1988)

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

Current Firm

CAMPBELL NEWMAN ASSET MANAGEMENT INC

CRD#: 107003 / SEC#: 801-8825

RIA

Registered Investment Advisory firm - (8/26/1972 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

330 East Kilbourn Avenue Suite 1125, Milwaukee, WI 53202

Mailing Address

Phone number

(414) 908-6670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,382
AUM (Assets Under Management)	$ 1,285,363,650

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

xxxxx@xxxx.xxx

Similar Advisors

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

Casey Berrall

BKM WEALTH MANAGEMENT

IAR

Brookfield, WI

Carson Biber

DRAKE & ASSOCIATES, LLC

IAR

WAUKESHA, WI

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mary C. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Campbell Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Primary Firm SEC Registration

CAMPBELL NEWMAN ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMPBELL NEWMAN ASSET MANAGEMENT INC

TRUST BUT VERIFY

Contact information

Similar Advisors