Blake N Brown

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2004 → Present
  Billy G Brown Cpa Pc
  Huntsville, AL
• 05/2004 → 10/2023
  Avantax Investment Services, Inc.
  Huntsville, AL
• 08/2010 → 10/2023
  Avantax Advisory Services
  Huntsville, AL
• 10/2007 → Present
  Brown Professional Group, Inc.
  Huntsville, AL
• 05/2006 → 10/2023
  Avantax Insurance Agency, Llc
  Huntsville, AL
• 10/2023 → Present
  Osaic
  Huntsbille, AL

Previous Registrations

• 2010-08-11 → 2023-11-07
  Avantax Advisory Services
  Huntsville, AL

Other Businesses

Brown Professional Group, Inc. Investment Related: No Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Corporation Position : Staff Accountant Title: Employee Start date: 10/18/2007 Hours per month: 20 Hours during securities trading hours: 10 Description of duties: Tax return preparation, bookkeeping, payroll processing. Brown Professional Group, Inc. (1) Investment Related: No Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Corporation Position : Employee Title: Other Start date: 10/18/2007 Hours per month: 150 Hours during securities trading hours: 150 Description of duties: Employee of Brown Professional Group Blake Brown. Investment Related: Yes Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Insurance Agent Position : Insurance Agent Title: Other Start date: 05/01/2006 Hours per month: 1 Hours during securities trading hours: 1 Description of duties: Life, Disability, Annuities NOTARY POSITION: Notary Public NATURE: I provide notary services when needed for clients. This is not a business for which I derive any compensation. NO compensation is derived from this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/27/2024 ADDRESS: 65A Town Center Drive, Huntsville AL 35806 DESCRIPTION: I provide notary services when needed for clients. This is not a business for which I derive any compensation. NO compensation is derived from this activity.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-30

Designations

• Certified Financial Planner