LB
CFP
LB
CFP

Lynnae Elizabeth Brown

1 Year of Experience
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
182 clients
Average Client Portfolio
$367K average
Assets Under Management
$66.8M
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Location

2162 E. Williams Field Rd Suite 111, Gilbert, AZ, 85295

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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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Employment History
Current Registrations
Redeem Wealth Management
April 2025 - Present · 10 mos
Previous Registrations
Pathstone
April 2023 - July 2024 · 1 yr 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.