Paul R. Brown

CLEARSTONE WEALTH MANAGEMENT

WHITEFISH, MT 59937

Some features on this profile are disabled

CRD#: 6569754

Professional summary

Paul Reynold Brown is a registered financial advisor currently at CLEARSTONE WEALTH MANAGEMENT, LLC located in Whitefish, Montana.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Paul has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

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.

1) Brownstone Business Advisors. Owner. This business is not investment related but is a business consulting/advisory firm formed in 2006. Brownstone provides business succession planning, family business transition planning, organizational/operational consulting and financial management for SMEs. As a solely owned company, I am personally involved in all aspects of business. The majority of the work can be completed during evening and weekend hours, however on average approximately 10 - 20 hours per month may be performed during trading hours. The work performed does not require investment advice or investment management. 2) Clearstone Wealth Management, LLC is a DBA for RIA activities through IPI Wealth Management. Liberty Lake, WA. Start date - May 2016.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Reynold 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®

None

Experience

Current

February 13, 2025 - Present

CLEARSTONE WEALTH MANAGEMENT, LLC

Office #1: 132 Wild Rose Lane, Whitefish, MT 59937

RIA

CRD#: 334088

WHITEFISH, MT

Past

May 3, 2016 - January 2, 2025

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

Murfreesboro, TN

Past

February 25, 2016 - March 8, 2017

CLEARSTONE WEALTH MANAGEMENT

RIA

CRD#: 282500

LIBERTY LAKE, WA

Past

January 19, 2016 - May 7, 2016

EAGLE PEAK CAPITAL, INC.

RIA

CRD#: 281724

SPOKANE, WA

Past

November 30, 2015 - December 31, 2015

EAGLE PEAK CAPITAL, INC.

RIA

CRD#: 281724

SPOKANE, WA

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

Montana
(3/19/2025)

IAR

Tennessee
(2/13/2025)

IAR

Washington
(5/1/2025)

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

State Security Law Exam

IAR

Series 65

Date: 9/2/2015

Uniform Investment Adviser Law Examination

Current Firm

CLEARSTONE WEALTH MANAGEMENT, LLC

CRD#: 334088 / SEC#:

Montana

Registered Investment Advisory firm - (12/20/2024 Approved)

Tennessee

Registered Investment Advisory firm - (2/13/2025 Approved)

Washington

Registered Investment Advisory firm - (5/1/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

132 Wild Rose Lane, Whitefish, MT 59937

Mailing Address

Phone number

(866) 328-6297

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 26,245,278

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.

Similar Advisors

Richard Craven

MORGAN STANLEY

PURCHASE, NY

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Cynthia Valez

FELTL & COMPANY

PLYMOUTH, MN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul R. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Reynold Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARSTONE WEALTH MANAGEMENT, LLC

IPI WEALTH MANAGEMENT, INC.

CLEARSTONE WEALTH MANAGEMENT

EAGLE PEAK CAPITAL, INC.

EAGLE PEAK CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2015

Current Firm

CLEARSTONE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARSTONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors