Elizabeth Brown Kussman

Employer firm

M.k. Brown Wealth Advisory CRD 121269

$166M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2005 → Present
  Raymond James Financial Services
  Dayton, OH
• 08/2005 → Present
  M.K. Brown Wealth Advisory
  Dayton, OH
• 08/2016 → 08/2020
  Oakwood High School
  Oakwood, OH

Other Businesses

(1) Name of Business: M.K. Brown Wealth Advisory Address: 2331 Far Hills Ave Ste 100, Oakwood, OH, 45419-1548, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA Support Company

Exams

• S66 Uniform Combined State Law Examination
  2006-06-15

Other Names

• Elizabeth Anne Brown
• Elizabeth A. Rose
• Elizabeth Anne Rose