Curtis Brown
Curtis Brown is a registered investment advisor at UBS Financial Services INC., based in Colorado Springs, CO, with 43 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
90 South Cascade Ave, Suite 930, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2017Customer Dispute
March 1990Other Business Activities
Curtis is a board member for the Colorado Batist Foundation, reviewing and approving loans and investments for affiliated churches since 2013. He also serves as a board member for the Colorado Springs Health Foundation, monitoring investments and giving grants since 2022.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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