Michael William Brown

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 01/2026 → Present
  Integrated Advisors Network, Llc
  Dallas, TX
• 04/2024 → 08/2024
  Home Depot
  San Diego, CA
• 12/2023 → 05/2025
  Joan O'COnnell Consulting
  San Diego, CA
• 11/2023 → 01/2024
  Salient Wealth Planning
  San Diego, CA
• 10/2022 → 11/2023
  Blue Water Capital Management Llc
  San Diego, CA
• 06/2018 → 08/2018
  Mantech International
  Pasadena, CA
• 11/2017 → 02/2018
  Ameriprise Financial Services, Inc.
  San Diego, CA
• 05/2017 → 08/2017
  Davanti Enoteca
  San Diego, CA
• 08/2016 → 05/2019
  San Francisco State University
  San Francisco, CA
• 08/2019 → 12/2021
  California State University, San Marcos
  San Marcos, CA
• 08/2024 → 05/2025
  University Of San Diego
  San Diego, CA
• 06/2025 → Present
  Copper Crest Capital
  San Diego, CA
• 01/2022 → 10/2022
  N/A
  San Diego, CA

Other Businesses

Copper Crest Capital; investment-related; 5330 Carroll Canyon Rd Ste 100 San Diego, CA 92121; DBA; investment management associate; 06/2025; hours and duties in line with advisory business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-20