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Mu-tin Wultsch

Brown Financial Advisory

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About Mu-tin Wultsch

Mu-tin Wultsch is a financial advisor at Brown Financial Advisory. Mu-tin has been a registered investment advisor representative since 2010. Mu-tin has a Series 66 and Series 63 license. Mu-tin is a Certified Financial Planner. Mu-tin has experience working at Charles Schwab & Co., Inc., VALMARK SECURITIES, INC. and HEWINS BROKERAGE SERVICES, LLC.

Firm Information

Mu-tin Wultsch is currently registered with Brown Financial Advisory. Brown Financial Advisory is an investment advisor located in Fairhope, AL. The firm manages approximately $300 million in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm provides financial planning, pension consulting, and portfolio management services.
Brown Financial Advisory

54 S. GREENO ROAD

FAIRHOPE, AL 36532

$300.77M

Assets Under Management

1

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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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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Mu-tin Wultsch’s Registration & Firm History

AL

02/04/2022 - Present

Brown Financial Advisory (FAIRHOPE AL)

CA

01/04/2016 - 01/30/2017

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

CA

03/16/2015 - 10/15/2015

VALMARK SECURITIES, INC. (San Francisco CA)

CA

08/28/2015 - 10/12/2015

HEWINS BROKERAGE SERVICES, LLC (San Francisco CA)

WA

02/03/2010 - 04/17/2013

CHARLES SCHWAB & CO., INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 08/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mu-tin Wultsch.
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