Robert Joseph Brown

Employer firm

Legacy Estate Planning Group, Inc. CRD 152422

5 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 01/2005 → Present
  Legacy Wealth Strategies, L.L.C.
  Omaha/Bellevue, NE
• 01/1996 → 01/2024
  Brown Law Offices, P.C., L.L.O.
  Omaha/Bellevue, NE
• 06/2010 → Present
  Legacy Estate Planning Group, Inc.
  Omaha, NE

Other Businesses

LEGACY WEALTH STRATEGIES, L.L.C; 17310 WRIGHT STREET, SUITE 200, OMAHA, NE 68130; INSURANCE SERVICES; PRESIDENT/INSURANCE AGENT; 01/2005; APPROX. 120 HRS/MO. SPENT IN THIS BUSINESS; PROVIDES INSURANCE RELATED SERVICES THROUGH THE CONSULTATION OF AND SALE OF INSURANCE AND FIXED AND TRADITIONAL ANNUITIES TO ITS INSURANCE CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-30
• S63 Uniform Securities Agent State Law Examination
  1993-05-24

Other Names

• Robert Brown
• Robert J. Brown