Beau M. Browning

COREVISION FINANCIAL GROUP

SHELBYVILLE, IN 46176

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CRD#: 4960304

Professional summary

Beau M Browning, ChFC® is a registered financial advisor currently at COREVISION FINANCIAL GROUP located in Shelbyville, Indiana and LPL FINANCIAL LLC located in Shelbyville, Indiana.

Beau is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Beau has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

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 Beau M Browning'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

May 12, 2023 - Present

COREVISION FINANCIAL GROUP

Office #1: 2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

RIA

CRD#: 325310

SHELBYVILLE, IN

Current

December 20, 2010 - Present

LPL FINANCIAL LLC

Office #1: 2177 Intelliplex Dr Ste 201, Shelbyville, IN 46176-8584Office #2: 153 E Main St, Nashville, IN 47448

RIA

CRD#: 6413

SHELBYVILLE, IN

Past

April 9, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

SHELBYVILLE, IN

Past

December 20, 2010 - November 14, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

SHELBYVILLE, IN

Past

July 28, 2005 - December 22, 2010

SIGNATOR INVESTORS, INC.

CRD#: 468

INDIANAPOLIS, IN

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".

COREVISION FINANCIAL GROUP

COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA

Registered Investment Advisory firm - (5/1/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/18/2015)

California
(5/1/2025)

Florida
(7/30/2015)

Georgia
(12/20/2010)

Indiana
(12/20/2010)

IAR

Indiana
(5/12/2023)

Kansas
(1/23/2014)

Kentucky
(8/1/2012)

Massachusetts
(11/9/2015)

Michigan
(12/20/2010)

Montana
(2/24/2017)

New Jersey
(8/12/2011)

Ohio
(11/13/2015)

Tennessee
(10/8/2012)

Texas
(6/1/2020)

Virginia
(5/28/2020)

West Virginia
(3/25/2015)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/6/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/27/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/11/2011

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

COREVISION FINANCIAL GROUP

COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA

Registered Investment Advisory firm - (5/1/2023 Approved)

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Contact information

Main Address

2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Mailing Address

Phone number

(317) 398-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COREVISION DISCLOSURE BROCHURE (3/20/2026)

Regulatory assets under management

Total Number of Accounts	2,851
AUM (Assets Under Management)	$ 1,154,353,259

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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Firm Stability Insights

Beau M. Browning

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau M Browning's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

COREVISION FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 7/6/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2016

Series 6

Date: 7/27/2005

Series 26

Date: 3/11/2011

FINRA

Current Firm

COREVISION FINANCIAL GROUP

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COREVISION FINANCIAL GROUP

TRUST BUT VERIFY

Contact information

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