Thomas Brown is a registered investment advisor, based in Omaha, NE, with 25 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is an Investment Advisory Representative at CWM, LLC, doing business as Carson Wealth Management Group, Carson Group Partners and Carson Group, dedicating full-time hours. He also sells fixed insurance products, including life, annuities, and long-term care, and places insurance for clients through Underwriters Brokerage Service, spending a few hours per week. Thomas is also the owner of Aptus Wealth Planning, LLC and President/Financial Professional at Bridges Private Wealth DBA.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.