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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
5811 South Cedar Lake Road, Minneapolis, MN 55416 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caldwell, Taylor And Brown, Ltd. | Minneapolis | MN | 12/1979 | Present |
| Ctb Financial Services, Ltd. | Minneapolis | MN | 02/2002 | 07/2023 |
| Creative Planning, Llc | Overland Park | KS | 08/2023 | Present |
1) MAJORITY SHAREHOLDER AND MANAGING PARTNER IN CALDWELL, TAYLOR AND BROWN, LDT., A TRADITIONAL CPA FIRM. 2) O. Charles Brown; Naples, FL; Not investment related; Rental Property; Landlord; Start 5/2024; 1 hour/month; 0 hours/month during trading hours 3) O. Charles Brown; Minneapolis, MN; Not investment related; Rental Property; Landlord; Start 5/2024; 2 hours/month; 0 hours/month during trading hours
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