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Thomas Gilbert Brown

Modern Wealth Management, LLC

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About Thomas Gilbert Brown

Thomas Gilbert Brown is a financial advisor registered with Modern Wealth Management, LLC, and has been in the industry since 2005. Thomas holds a Series 7 and Series 66 license, along with the SIE exam and has been registered in Idaho since 2015. Thomas specializes in financial planning, portfolio management for individuals, and selection of other advisors. Thomas also provides tax preparation services through Marathon Tax, LLC. Thomas's previous employers include Mutual Securities, Inc., and Cambridge Investment Research, Inc. The advisor currently has a total of 13592 client accounts with approximately $2,073,107,856 in regulatory assets under management.

Firm Information

Thomas Brown is currently registered with Modern Wealth Management, LLC. Modern Wealth Management, LLC is an investment advisor headquartered in Lenexa, KS. They provide financial planning and portfolio management services to individuals and families, including high-net-worth individuals, as well as retirement plans and charitable organizations. The firm manages over $2 billion in assets and employs 17 licensed agents, 36 investment advisor representatives, and 13 registered representatives.
Modern Wealth Management, LLC

13550 W 95TH ST.

LENEXA, KS 66227

$2.07B

Assets Under Management

1

Total Clients

42

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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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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Thomas Brown’s Registration & Firm History

KS

10/18/2024 - Present

Modern Wealth Management, LLC (LENEXA KS)

ID

01/04/2016 - 12/31/2017

MUTUAL SECURITIES, INC. (Boise ID)

ID

07/21/2005 - 12/31/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (BOISE ID)

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Licenses & Designations

BOTH

Issued 09/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Gilbert Brown.
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