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Cassandra Grace Brown

LNW

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About Cassandra Grace Brown

Cassandra Brown is a financial advisor with LNW Wealth Management, LLC. Cassandra has been in the financial services industry since 2011, providing financial advice and planning services to individuals, families, and small businesses. Prior to joining LNW, Cassandra worked as a financial advisor at Cetera Advisor Networks LLC and J.P. Morgan Securities LLC. Cassandra is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, Series 63, and Series 65 licenses. Cassandra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Cassandra Brown is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cassandra Brown’s Registration & Firm History

WA

03/03/2022 - Present

LNW (SEATTLE WA)

WA

04/10/2014 - 04/11/2018

CETERA ADVISOR NETWORKS LLC (BELLEVUE WA)

WA

10/01/2012 - 03/21/2014

J.P. MORGAN SECURITIES LLC (LAKE FOREST PARK WA)

WA

08/16/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LAKE FOREST PARK WA)

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Licenses & Designations

IA

Issued 05/04/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cassandra Grace Brown.
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