Melanie Lynne Brown

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 06/2015 → 12/2016
  Fidelity Brokerage Services Llc
  Denver, CO
• 12/2016 → 09/2017
  Fidelity Investments
  Denver, CO
• 09/2017 → 04/2018
  Fidelity Investment
  Bellevue, WA
• 04/2018 → 05/2020
  Fidelity Investments
  Bellevue, WA
• 05/2020 → 06/2021
  Fidelity Investments
  Seattle, WA
• 06/2021 → 01/2022
  Unemployed
  Seattle, WA
• 01/2022 → 06/2022
  Facet Wealth
  Baltimore, MD
• 06/2022 → 06/2026
  Creative Planning, Llc
  Overland Park, KS
• 06/2026 → Present
  Modern Wealth Management, Llc
  Campbell, CA

Previous Registrations

• 2022-06-28 → 2024-08-16
  Creative Planning
  Denver, CO
  Overland Park, KS
• 2022-01-19 → 2022-06-22
  Facet
  West Palm Beach, FL
  Denver, CO
• 2018-07-13 → 2021-06-21
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-06-05 → 2018-07-13
  Strategic Advisers Llc
  Denver, CO
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2017-04-03
• S63 Uniform Securities Agent State Law Examination
  2015-08-12

Designations

• Certified Financial Planner

Other Names

• Melanie Lynne Brown
• Melanie Lynne Brown