Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Richard Brown is a financial advisor registered with the state of Wisconsin. Jamie has been in the industry since January 2008 and works for Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. Jamie has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Jamie's focus is on financial planning, pension consulting, and portfolio management. Jamie also provides educational seminars, selection of other advisers, and advisory consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WI
09/19/2018 - Present
Endowment Wealth Management, Inc. (APPLETON WI)
WI
02/06/2009 - 10/21/2014
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
01/30/2008 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2014
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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