Ian Ross Clark

CFP

Brownson, Rehmus & Foxworth, INC.

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners

Brownson, Rehmus & Foxworth, INC.

Compensation

Fixed/Hourly

Firm Size

16 advisors

Number of Clients

248 clients

Average Client Portfolio

$17.2M average

Assets Under Management

$4.3B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$25,000

Location

227 West Monroe Street, Suite 1800, Chicago, IL, 60606

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Brownson, Rehmus & Foxworth, INC.

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

Facet Wealth, INC

November 2020 - March 2022 · 1 yr 4 mos

Advice and Planning Services

December 2017 - November 2020 · 2 yrs 11 mos

Tiaa-Cref Individual & Institutional Services, LLCBroker

March 2016 - November 2020 · 4 yrs 8 mos

Vanguard Advisers INC

September 2015 - February 2016 · 5 mos

Vanguard Marketing CorporationBroker

November 2010 - February 2016 · 5 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.