Gary T Brewton

Employer firm

Titletown Wealth Management, LLC CRD 307752

$150M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2016 → 10/2017
  Lpl Financial Llc
  Green Bay, WI
• 05/2016 → 10/2017
  Bank Mutual
  Green Bay, WI
• 10/2017 → 05/2020
  Woodbury Financial Services Inc
  Green Bay, WI
• 05/2020 → Present
  Titletown Wealth Management, Llc
  Green Bay, WI
• 01/2023 → Present
  Conceptual Financial Advisors, Llc
  Appleton, WI

Previous Registrations

• 2023-01-03 → 2026-01-14
  Conceptual Financial Advisors, Llc
  Appleton, WI
  St Augustine, FL
• 2021-06-08 → 2021-12-31
  Key Financial Group Of Jacksonville, Inc.
  Green Bay, WI
  Jacksonville, FL
• 2017-10-23 → 2020-05-29
  Woodbury Financial Services, Inc.
  Green Bay, WI
• 2016-05-20 → 2017-10-31
  Lpl Financial Llc
  Green Bay, WI
  Woodbury, MN
  New London, WI
  Sturgeon Bay, WI
  Green Bay, WI
  Marinette, WI
  Green Bay, WI
  De Pere, WI
• 2011-05-27 → 2016-05-24
  Wells Fargo Clearing Services, Llc
  Duluth, MN
  Waupun, WI
  Menomonee Falls, WI
  Plymouth, WI
  Sheboygan Falls, WI
  Sheboygan, WI
  Cedar Grove, WI
  Sheboygan, WI
  Milwaukee, WI
• 2009-06-15 → 2011-06-21
  Associated Investment Services, Inc.
  Sheboygan, WI
  Sheboygan, WI
  Appleton, WI
  Appleton, WI
  Kimberly, WI
• 2007-02-20 → 2009-06-01
  Chase Investment Services Corp.
  Deerfield, IL
  Butler, WI
  Milwaukee, WI
  Milwaukee, WI
  Chicago, IL

Other Businesses

1) POSITION: AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/26/2017 ADDRESS: 1221 BELLEVUE STREET, GREEN BAY WI 54302, United States DESCRIPTION: FINANCIAL PLANNING MAY INVOLVE FIXED INSURANCE 2) TITLETOWN WEALTH MANAGEMENT; INVESTMENT RELATED: YES; INVESTMENT ADVISOR REPRESENTATIVE; GREEN BAY, WI; 5/2020; UP TO 160 HOURS MONTH DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-13
• S63 Uniform Securities Agent State Law Examination
  2005-08-10

Designations

• Certified Financial Planner