Gregory Brown
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Education Funding
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
PATHWAY FINANCIAL PLANNING | PATHWAY FINANCIAL PLANNING, LLC
Contact Information
Main Address
Northville, MIMailing Address
39555 Orchard Hill Place Suite 600, Novi, MI 48375Phone Number
(248) 567-2160# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
96AUM (Assets Under Management)
$37,518,133Similar Advisors
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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.
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State Registrations and Notice Filings
(1/12/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Brown's CRS (Customer Relationship Summary).
Services Offered by Gregory
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Education Funding
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