AB
ChFC
AB
ChFC

Austin James Brown

9 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$3,000
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Location

148 E Grand River Ave., Williamston, MI, 48895

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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.

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Other Business ActivitiesSells Insurance

Austin is an Investment Advisor Representative through CG Financial since 2015, dedicating about 120 hours per month to this role. He also works as an insurance producer with Capital Asset Insurance Services, spending about half his time on insurance sales.

Employment History
Current Registrations
Cg Advisory Services
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Geneos Wealth Management, INC.Broker
August 2017 - March 2018 · 7 mos
Wfg Investments, INC.Broker
September 2016 - August 2017 · 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.