MB
Milton D. Brown
PARADIEM
COVINGTON, LA 70433-2640
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CRD#: 8222049
MB
Milton Drew BrownPARADIEM
Professional summary
Milton Drew Brown, who also goes by Drew Brown, is a registered financial advisor currently at PARADIEM, LLC located in Covington, Louisiana.
Milton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Milton has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Drew Brown
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) Impact Kingdom Group, LLC; Investment-related; Franklinton, LA. 70438; Fund of Funds for Private Investments; Member and Manager; 1/30/2026; 10 hours per month; 0 during trading hours; Start-up oversight, building framework for compliance, operations and deal development 2) Kingdomize Global; Not investment-related; Brantford, Ontario, Canada, N3S6Z8; Business and consulting coaching; Coach; 10/4/2023; 2 hours per month; 0 during trading hours; Specialized coaching on how to integrate faith and business policy
CRS (Client Relationship Summary) - RIA
Click below to view Milton Drew 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®
NoneExperience
Current
September 14, 2026 - Present
PARADIEM, LLC
Office #1: 510 N Jefferson Ave, Covington, LA 70433-2640RIA
CRD#: 158200
COVINGTON, LA
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".
PL
PARADIEM, LLC
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
CRD#: 158200 / SEC#: 801-110924
RIA
Registered Investment Advisory firm - (7/31/2017 Approved)Colorado
Registered Investment Advisory firm - (8/1/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Texas
Registered Investment Advisory firm - (8/1/2017 Terminated)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
Louisiana(9/14/2026)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
PL
PARADIEM, LLC
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
CRD#: 158200 / SEC#: 801-110924
RIA
Registered Investment Advisory firm - (7/31/2017 Approved)Colorado
Registered Investment Advisory firm - (8/1/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Texas
Registered Investment Advisory firm - (8/1/2017 Terminated)Loading...
Contact information
Main Address
510 N Jefferson Ave, Covington, LA 70433-2640
Mailing Address
Phone number
(985) 727-0770
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 325 |
| AUM (Assets Under Management) | $ 483,429,554 |
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.
