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Simon Louber Brower

REALIZED FINANCIAL
AUSTIN, TX
·CRD# 4496781·24 years experience

Professional Summary

Simon Louber Brower, who also goes by Louber Brower Simon, is a registered financial advisor currently at REALIZED FINANCIAL, INC. located in Austin, Texas. Simon is registered as a RR (Registered Representative) and started their career in finance in 2002. Simon has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Louber Brower Simon

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

REALIZED FINANCIAL, INC.·CRD# 22333
RIA
BD
1. 500 W. 13th Street, Austin, TX 787012. 500 W. 13th Street, Austin, TX 78701
April 12, 2023 - Present
BLUEROCK CAPITAL MARKETS LLC·CRD# 136974
BD
Newport Beach, CA
July 26, 2016 - April 3, 2023
KBS CAPITAL MARKETS GROUP LLC·CRD# 132299
BD
Newport Beach, CA
June 17, 2015 - July 19, 2016
AEI SECURITIES, INC.·CRD# 6158
BD
St. Paul, MN
May 23, 2014 - June 11, 2015
KBS CAPITAL MARKETS GROUP LLC·CRD# 132299
BD
Newport Beach, CA
November 10, 2010 - April 16, 2014
GRUBB & ELLIS SECURITIES, INC.·CRD# 17932
BD
Santa Ana, CA
April 16, 2004 - November 9, 2010
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
RIA
Newport Beach, CA
February 13, 2003 - March 17, 2004
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
St. Paul, MN
March 21, 2002 - March 17, 2004

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Current Firm

RF
REALIZED FINANCIAL, INC.

REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.

CRD#: 22333 / SEC#: 801-70703, 8-39659
RIA
Registered Investment Advisory firm - SEC (3/25/2015 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/27/2014 Approved)
Texas
Registered Investment Advisory firm - SEC (6/6/2014 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

500 W. 13th Street, Austin, TX 78701

Mailing Address

500 W. 13th Street, Austin, TX 78701

Phone Number

(512) 472-7171

Established

Texas since 03/29/1988

Firm Type

Corporation

Fiscal Year End

March

Firm Size

Small

# of Employees

14

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REALIZED HOLDINGS INCHOLDING COMPANY—
DAHILL, DAVID PCEO6581024
DAHILL, DAVID PFINOP6581024
ELLIOTT, STEPHANIE NICOLECCO2476636
ELLIOTT, STEPHANIE NICOLEPRESIDENT2476636
MEDINA, GABRIEL OCOO5061047

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(9/2/2026)
RR
Alaska
(9/2/2026)
RR
Arizona
(9/2/2026)
RR
Arkansas
(9/2/2026)
RR
California
(4/12/2023)
RR
Colorado
(4/12/2023)
RR
Connecticut
(9/2/2026)
RR
Delaware
(9/2/2026)
RR
District of Columbia
(6/10/2026)
RR
Florida
(8/2/2024)
RR
Georgia
(4/9/2025)
RR
Hawaii
(9/2/2026)
RR
Idaho
(9/2/2026)
RR
Illinois
(4/12/2023)
RR
Indiana
(9/2/2026)
RR
Iowa
(9/2/2026)
RR
Kansas
(10/2/2025)
RR
Kentucky
(9/2/2026)
RR
Louisiana
(9/2/2026)
RR
Maine
(7/23/2026)
RR
Maryland
(7/11/2024)
RR
Massachusetts
(9/2/2026)
RR
Michigan
(9/2/2026)
RR
Minnesota
(4/12/2023)
RR
Mississippi
(9/2/2026)
RR
Missouri
(6/10/2026)
RR
Montana
(9/2/2026)
RR
Nebraska
(9/2/2026)
RR
Nevada
(4/12/2023)
RR
New Hampshire
(9/2/2026)
RR
New Jersey
(8/1/2025)
RR
New Mexico
(9/2/2026)
RR
New York
(12/21/2023)
RR
North Carolina
(4/12/2023)
RR
North Dakota
(9/2/2026)
RR
Ohio
(6/25/2024)
RR
Oklahoma
(9/2/2026)
RR
Oregon
(9/25/2024)
RR
Pennsylvania
(1/31/2025)
RR
Rhode Island
(9/2/2026)
RR
South Carolina
(6/10/2026)
RR
South Dakota
(4/12/2023)
RR
Texas
(4/12/2023)
RR
Utah
(2/19/2026)
RR
Vermont
(9/2/2026)
RR
Virginia
(9/2/2026)
RR
Washington
(12/22/2024)
RR
West Virginia
(9/2/2026)
RR
Wisconsin
(8/2/2024)
RR
Wyoming
(6/24/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2002About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2002About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2007About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Simon Louber Brower's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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SB
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