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Elizabeth Brown Kussman

M.k. Brown Wealth Advisory

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About Elizabeth Brown Kussman

Elizabeth Kussman is a financial advisor who has been working in the industry since 2006. Elizabeth holds Series 66 and Series 7 licenses, as well as the SIE exam. Elizabeth currently works at M.k. Brown Wealth Advisory and is registered in 19 states.

Firm Information

Elizabeth Kussman is currently registered with M.k. Brown Wealth Advisory. M.k. Brown Wealth Advisory is an investment advisor registered with the SEC and located in OAKWOOD, OH. The firm provides portfolio management services to individuals and businesses, including portfolio management for businesses, portfolio management for individuals, and selection of other advisers. The firm manages assets for 290 clients, of which 40 are high-net-worth individuals, with approximately $149 million in regulatory assets under management. M.k. Brown Wealth Advisory also participates in wrap fee programs.
M.k. Brown Wealth Advisory

2331 FAR HILLS AVE.

OAKWOOD, OH 45419

$149.00M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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other

Third party advisory fees

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Elizabeth Kussman’s Registration & Firm History

OH

08/24/2006 - Present

M.k. Brown Wealth Advisory (DAYTON OH)

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Licenses & Designations

BOTH

Issued 06/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Brown Kussman.
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