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Collin David Brown

ONEPOINT BFG WEALTH PARTNERS
Denver, CO
·CRD# 7056987·7 years experience

Professional Summary

Collin David Brown, who also goes by Collin David Brown, Collin Brown, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Denver, Colorado. Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Collin has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Collin David Brown, Collin Brown

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Years of Experience

7 years in the financial services industry

Current & Past Employments

ONEPOINT BFG WEALTH PARTNERS·CRD# 318366
RIA
Denver, CO
May 30, 2025 - Present
ORION PORTFOLIO SOLUTIONS, LLC·CRD# 107975
RIA
Omaha, NE
July 14, 2023 - January 30, 2025
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Omaha, NE
May 13, 2019 - May 21, 2019

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Current Firm

OB
ONEPOINT BFG WEALTH PARTNERS

AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL

CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - SEC (2/14/2022 Approved)

Contact Information

Main Address

300 Kimball Drive Suite 310, Parsippany, NJ 07054

Phone Number

(973) 575-4180

# of Employees

205

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

28,204

AUM (Assets Under Management)

$15,127,499,616

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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.

Business Name: NINE TO FIVE CAPITAL Investment Related: Yes Position: PRESIDENT Nature of Business: RENTAL PROPERTIES Address: 1941 E 8TH STREET FREMONT NE 68025 Start Date: AUG 2019 Time Spent on Business per Month: 5 HRS PER MONTH Duties: RENTAL PROPERY MAINTENANCE

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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".
OB
ONEPOINT BFG WEALTH PARTNERS

AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL

CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - SEC (2/14/2022 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.
IAR
Colorado
(10/15/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2023About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed May 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Collin David Brown's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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