Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ozro? Claim Your ProfileOzro Charles Brown is a financial advisor registered with Creative Planning, LLC. Ozro is a Certified Financial Planner and has been in the industry since December 1979. Ozro is a managing partner of Caldwell, Taylor and Brown, LTD, a traditional CPA firm. Ozro has experience with a wide range of financial products and services, including financial planning, pension consulting, and portfolio management. Ozro works primarily with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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MN
08/10/2023 - Present
Creative Planning (Minneapolis MN)
Active
Inactive
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