Patrick Alan Brown

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 10/2019
  Abram Brown Financial Consultants Llc
  Overland Park, KS
• 02/2013 → 09/2019
  Cetera Advisors
  Denver, CO
• 09/2019 → 10/2024
  Edmunds Duncan Registered Investment Advisors
  Overland Park, KS
• 10/2019 → 10/2024
  Purshe Kaplan Sterling
  Albany, NY
• 10/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-10-03 → 2024-12-05
  Edmonds Duncan Registered Investment Advisors, Llc
  Lawrence, KS
  Lawrence, KS
• 2013-01-03 → 2019-10-11
  Cetera Advisors Llc
  Overland Park, KS
  Lawrence, KS
• 2012-05-02 → 2012-12-31
  Coordinated Capital Securities, Inc.
  Lawrence, KS
  Fort Atkinson, WI
• 2011-09-28 → 2012-05-04
  Principal Securities, Inc.
  Lawrence, KS
  Overland Park, KS
• 2009-01-26 → 2010-12-31
  Spc
  Lawrence, KS
• 2007-11-16 → 2009-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 2006-07-18 → 2007-11-30
  Citigroup Global Markets Inc.
  Kansas City, MO
• 2005-11-01 → 2006-04-25
  American Century Advisory Services, Inc.
  Kansas City, MO

Other Businesses

1) Insurance. Not Investment Related. 3227 Huntington Road, Lawrence KS 66049. Medicare planning, group health, individual. Agent. Start 2/2014. 6 hours per month, 2 during trading. 2)Financial Literacy. Not Investment Related. 3227 Huntington Road, Lawrence KS 66049. Provide education about financial literacy and conduct seminars and presentations. Start 10/2021. 2 hours per month, 0 during trading 3) T-shirt Sales. Not Investment Related. 3227 Huntingdon Road, Lawrence KS 66049. T-shirt Sales. Sole Proprietor. When I get a interesting idea for a tshirt, I create it and sell it online. Start 1/2024. 0 hours per month, 0 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-26
• S63 Uniform Securities Agent State Law Examination
  2001-03-09

Designations

• Chartered Financial Consultant

Other Names

• Pat Brown