Lynnae E. Brown

REDEEM WEALTH MANAGEMENT

Gilbert, AZ 85295

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CRD#: 7712470

Professional summary

Lynnae Elizabeth Brown, who also goes by Lynnae Elizabeth George, is a registered financial advisor currently at REDEEM WEALTH MANAGEMENT located in Gilbert, Arizona.

Lynnae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lynnae has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynnae Elizabeth George

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 Lynnae Elizabeth 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

April 18, 2025 - Present

REDEEM WEALTH MANAGEMENT

Office #1: 2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295

RIA

CRD#: 313761

Gilbert, AZ

Past

April 14, 2023 - July 2, 2024

PATHSTONE

RIA

CRD#: 151736

Bellevue, 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

Arizona
(4/18/2025)

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: 6/2/2020

Uniform Investment Adviser Law Examination

Current Firm

REDEEM WEALTH MANAGEMENT

REDEEM FINANCIAL GROUP LLC | REDEEM WEALTH MANAGEMENT

CRD#: 313761 / SEC#:

Arizona

Registered Investment Advisory firm - (4/12/2021 Approved)

Texas

Registered Investment Advisory firm - (1/27/2022 Conditional Restricted)

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Contact information

Main Address

2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295

Mailing Address

Phone number

(480) 680-7975

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 66,760,000

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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Lynnae E. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynnae Elizabeth Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDEEM WEALTH MANAGEMENT

PATHSTONE

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2020

Current Firm

REDEEM WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REDEEM WEALTH MANAGEMENT

TRUST BUT VERIFY

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