Timothy B. Brown, CFP<sup>&reg;</sup> - Financial Advisor

Timothy B. Brown, CFP®

MBA, CFA,

Principal

Brown Wealth Management, LLC

12100 Singletree Ln, Ste 175
Eden Prairie, MN 55344
FINANCIAL ADVISOR'S WEBSITE
(952) 303-6715

General

Timothy Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Brown Wealth Management, LLC in Eden Prairie, MN and the surrounding communities.

Financial Advisor Overview

Tim founded Brown Wealth Management, an independent, fee-only, registered investment advisory firm in 2003.   He holds a rare combination of credentials:  CERTIFIED FINANCIAL PLANNER(tm), Chartered Financial Analyst, and is a Qualified Kingdom Advisor. 
Tim has been the winner of the Five Star Wealth Manager Award in 2015, 2014, 2013, and 2009. 
Our mission is simple; to provide excellence and integrity in everything  we do.  
Our companies Core Values include:
  • Being Responsible and Accountable
  • Working at a quality level far above client expectations
  • Doing what is right and in the best interest of the client
  • Continuously growing in our knowledge and ability 
  • Showing respect and compassion to our clients
  • Providing complete honesty and integrity
Our Investment Management Services include:
  • Comprehensive assessment of financial position
  • Investment policy formulation
  • Asset allocation strategy and risk management
  • Investment performance monitoring, reporting and evaluation
  • Periodic investment portfolio rebalancing 
Our Comprehensive Financial Planning Services include:
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Asset and Income Protection Planning
  • Education Planning
  • Cash Flow Planning
  • Philanthropic Planning
We will be your financial coach to ensure that all areas of your financial life are being managed to achieve your life's goals and dreams. 
See our website at www.BrownWealth.com

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Financial Advisor Experience

2002 to Present - President, Brown Wealth Management with offices in Eden Praire, MN

2001 to 2002 - Financial Advisor, Financial Network Investment Corporation, Minneapolis, MN

1999 to 2001 - Financial Consultant, Deloitte Consulting, Minneapolis, MN

1998 to 1999 - University of Minnesota, MBA Degree Program - Investment and Corporate Strategy

1988 to 1998 - Investment and Corporate Banking positions with national firms including US Bank and Fleet Bank

1988 - Graduated with degrees in Finance and Accounting from the University of Colorado

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Qualified Kingdom Advisor

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources