Lindsey N. Brown

MATTER FAMILY OFFICE

Denver, CO 80206

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CRD#: 6997503

Professional summary

Lindsey Nicole Brown is a registered financial advisor currently at MATTER FAMILY OFFICE located in Denver, Colorado.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lindsey has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Lindsey Nicole Brown'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®

None

Experience

Current

July 10, 2026 - Present

MATTER FAMILY OFFICE

Office #1: 255 Fillmore Street Suite 600, Denver, CO 80206

RIA

CRD#: 106806

Denver, CO

Past

September 29, 2023 - July 8, 2026

IWP WEALTH MANAGEMENT LLC

RIA

CRD#: 136314

DENVER, CO

Past

March 29, 2022 - September 13, 2022

WEDBUSH SECURITIES INC.

CRD#: 877

DENVER, CO

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".

MATTER FAMILY OFFICE

FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION

CRD#: 106806 / SEC#: 801-37738

RIA

Registered Investment Advisory firm - (12/14/1990 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(7/10/2026)

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 66

Date: 8/26/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/29/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/6/2021

Securities Industry Essentials Examination

Current Firm

MATTER FAMILY OFFICE

FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION

CRD#: 106806 / SEC#: 801-37738

RIA

Registered Investment Advisory firm - (12/14/1990 Approved)

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Contact information

Main Address

8001 Forsyth Blvd Suite 950, St Louis, MO 63105

Mailing Address

Phone number

(314) 862-5190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-10-29 MATTER FAMILY OFFICE ADV PART 2 FINAL (10/29/2025)

Regulatory assets under management

Total Number of Accounts	2,603
AUM (Assets Under Management)	$ 3,545,783,894

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
09/20/2024	Cover Page	Report
08/11/2023	Cover Page	Report

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.

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Lindsey N. Brown

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Nicole Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATTER FAMILY OFFICE

IWP WEALTH MANAGEMENT LLC

WEDBUSH SECURITIES INC.

Primary Firm SEC Registration

MATTER FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2023

Series 7TO

Date: 3/29/2022

SIE

Date: 5/6/2021

Current Firm

MATTER FAMILY OFFICE

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MATTER FAMILY OFFICE

TRUST BUT VERIFY

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