CB
CFP
CB
CFP

Chris Brown

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
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CB
Chris Brown

Location

Bowling Green, KY

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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 Activities

Chris is employed as a Professor of Finance at Western Kentucky University, taking up most of his time during securities trading hours.

Employment History
Current Registrations
Xypn Invest
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Birdie Retirement Planning
August 2023 - June 2025 · 1 yr 10 mos
State Registrations2 states
KYTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

I am Chris Brown, an advice-only, fee-only financial planner with a strong desire to help families optimize their financial resources in retirement. I am a CERTIFIED FINANCIAL PLANNER TM professional, specializing in retirement planning. My goal is to provide unbiased advice and education to clients who wouldn’t normally be a good fit to work with a financial planner, due to the requirement to give up control of their investments.

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Contact
Chris Brown