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Elizabeth B. Kussman
M.K. BROWN WEALTH ADVISORY
DAYTON, OH 45458
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CRD#: 5012642
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Professional summary
Elizabeth Brown Kussman, who also goes by Elizabeth Anne Brown, Elizabeth A. Rose, Elizabeth Anne Rose, is a registered financial advisor currently at M.K. BROWN WEALTH ADVISORY located in Dayton, Ohio and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Oakwood, Ohio.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Elizabeth has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Anne Brown | Elizabeth A. Rose | Elizabeth Anne Rose
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.
(1) Name of Business: M.K. Brown Wealth Advisory Address: 2331 Far Hills Ave Ste 100, Oakwood, OH, 45419-1548, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA Support Company
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Brown Kussman'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®
NoneExperience
Current
August 24, 2006 - Present
M.K. BROWN WEALTH ADVISORY
Office #1: 3077 Kettering Blvd. Suite 312, Dayton, OH 45458RIA
CRD#: 121269
DAYTON, OH
Current
March 10, 2006 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 2331 Far Hills Ave., Suite 100, Oakwood, OH 45419BD
CRD#: 6694
Oakwood, OH
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".
MB
M.K. BROWN WEALTH ADVISORY
BROWN MARTIN KUNTZ | M.K. BROWN WEALTH ADVISORY, LLC | M.K. BROWN WEALTH ADVISORY | M.K. BROWN & ASSOCIATES LLC | M.K. BROWN & ASSOCIATES | M. K. BROWN & ASSOCIATES
CRD#: 121269 / SEC#: 801-121348
RIA
Registered Investment Advisory firm - (5/28/2021 Approved)Florida
Registered Investment Advisory firm - (3/16/2022 Terminated)Ohio
Registered Investment Advisory firm - (3/16/2022 Terminated)Texas
Registered Investment Advisory firm - (11/12/2013 Terminated)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.RR
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
RR
Arizona(7/30/2024)
RR
California(7/30/2024)
RR
Colorado(7/30/2024)
RR
Florida(7/30/2024)
RR
Georgia(7/30/2024)
RR
Hawaii(9/15/2025)
RR
Illinois(7/30/2024)
RR
Indiana(7/30/2024)
RR
Kansas(7/30/2024)
RR
Kentucky(7/30/2024)
RR
Massachusetts(12/3/2024)
RR
Michigan(7/30/2024)
RR
Minnesota(7/30/2024)
RR
Missouri(7/30/2024)
RR
New York(7/30/2024)
RR
North Carolina(8/7/2024)
RR
Ohio(3/10/2006)
IAR
Ohio(8/24/2006)
RR
Pennsylvania(4/1/2025)
RR
South Carolina(7/30/2024)
RR
Tennessee(7/31/2024)
RR
Texas(7/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MB
M.K. BROWN WEALTH ADVISORY
BROWN MARTIN KUNTZ | M.K. BROWN WEALTH ADVISORY, LLC | M.K. BROWN WEALTH ADVISORY | M.K. BROWN & ASSOCIATES LLC | M.K. BROWN & ASSOCIATES | M. K. BROWN & ASSOCIATES
CRD#: 121269 / SEC#: 801-121348
RIA
Registered Investment Advisory firm - (5/28/2021 Approved)Florida
Registered Investment Advisory firm - (3/16/2022 Terminated)Ohio
Registered Investment Advisory firm - (3/16/2022 Terminated)Texas
Registered Investment Advisory firm - (11/12/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2331 Far Hills Ave. Suite 100, Oakwood, OH 45419
Mailing Address
Phone number
(937) 298-8904
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 293 |
| AUM (Assets Under Management) | $ 164,000,000 |
Red Flags
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Company Information
M.K. BROWN WEALTH ADVISORY
CRD#: 121269Dayton, OH 45458TRUST BUT VERIFY
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