Collin David Brown

Employer firm

Onepoint Bfg Wealth Partners CRD 318366

$15.1B regulatory AUM 27 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

• 02/2019 → 05/2019
  Pruco Securities Llc
  Omaha, NE
• 04/2018 → 05/2019
  Golf Usa - Kearney
  Kearney, NE
• 04/2018 → 10/2018
  Kearney Country Club
  Kearney, NE
• 08/2013 → 08/2017
  Fremont Golf Club
  Fremont, NE
• 09/2017 → 03/2018
  Viaero Center
  Kearney, NE
• 05/2023 → 02/2025
  Orion Portfolio Solutions
  Omaha, NE
• 12/2021 → 05/2023
  Umb Financial Services
  Milwaukee, WI
• 07/2019 → 12/2021
  Ultimus Fund Solutions
  Omaha, NE
• 02/2025 → Present
  Bleakley Financial Group, Llc
  Parsippany, NJ

Previous Registrations

• 2023-07-14 → 2025-01-30
  Orion Portfolio Solutions, Llc
  Omaha, NE

Other Businesses

NINE TO FIVE CAPITAL PRESIDENT RENTAL PROPERTIES 1941 E 8TH STREET FREMONT NE 68025 START DATE AUG 2019 5 HRS PER MONTH DUTIES: RENTAL PROPERY MAINTENANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-14

Other Names

• Collin Brown
• Collin David Brown