Gregory Brown
PATHWAY FINANCIAL PLANNING
Northville, MI
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CRD#: 6002011
Professional summary
Gregory Brown, CFP® is a registered financial advisor currently at PATHWAY FINANCIAL PLANNING located in Northville, Michigan.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gregory has worked at 1 firm and has passed the Series 65 exam.
Biography
It all started with a paper route.
A former analyst at Morningstar with over three decades of investing experience — he bought his first mutual fund at age 12 using proceeds from a paper route — Greg saw that many people weren’t being well served by existing investment and financial planning products.
He attended Michigan State University and earned a degree in Mechanical Engineering. He went on to work at Dell Computer and later earned his graduate degree from University of Chicago. Greg learned early on in his career that he had a knack for numbers, and was passionate about finance, research, and investing.
However, the more he researched, the more Greg saw that the commission structures that dominated the financial industry often meant that clients didn’t always receive the best advice. Family and friends who now had sizable portfolios were no longer comfortable managing them and were confused by too much conflicting information to continue DIY-ing their money management.
Some had hired financial planners for help but were often disappointed by the complexity, the time-consuming 30+ page reports they received, and the lack of easy access to their own financial plans and investment details. Others were turned off by feeling like they were being “sold to” whenever they met with their advisors.
He knew there was a better way.
Founding Pathway Financial
Founder Greg Brown, CFP® set out to create a new kind of financial planning service to help people build wealth and plan for their financial future, without the headache of financial jargon and hidden motivations or incentives. Now, after more than a decade, Greg spends his time focused on guiding his clients through the vagaries of life — course correcting if necessary — and keeping their money aligned with their goals and dreams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Education Planning
Do you have an area of expertise or specialization?
Annuities
College/Education Planning
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
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.
NAME: VINGARDE, LLC
THIS IS A NON INVESTMENT-RELATED BUSINESS.
ADDRESS OF VINGARDE, LLC: 1082 UNION STREET #14, SAN FRANCISCO, CA 94133
VINGARDE, LLC IS A COMPANY THAT CREATES PRODUCTS FOR THE HIGH-END WINE MARKET.
MY POSITION: ENGINEER
START DATE: MAY 2010
APPROX. HOURS / MONTH DEVOTED TO OTHER BUSINESS: 5 HOURS (0 HOURS DURING SECURITIES TRADING HOURS).
MY DUTIES ARE TO PROVIDE ENGINEERING SUPPORT TO A PRODUCT THAT HELPS PROTECT WINE BOTTLES.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory 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®
Start date: 2018
Experience
Current
January 12, 2012 - Present
PATHWAY FINANCIAL PLANNING
RIA
CRD#: 159416
Northville, MI
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
Michigan(1/12/2012)
Current Firm
PATHWAY FINANCIAL PLANNING
PATHWAY FINANCIAL PLANNING | PATHWAY FINANCIAL PLANNING, LLC
CRD#: 159416 / SEC#:
Michigan
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Contact information
Main Address
Northville, MI
Mailing Address
39555 Orchard Hill Place Suite 600, Novi, MI 48375
Phone number
(248) 567-2160
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 34,825,465 |
Red Flags
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