Collin Matthew Brown

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

• 06/2022 → 09/2022
  Wipfli Financial Advisers
  Madison, WI
• 06/2021 → 06/2022
  Wipfli Financial Advisers
  Madison, WI
• 08/2018 → 05/2022
  University Of Minnesota - Duluth
  Duluth, MN
• 08/2020 → 03/2021
  University Of Minnesota - Duluth
  Duluth, MN
• 08/2014 → 06/2018
  Eagan High School
  Eagan, MN
• 10/2022 → Present
  Creative Planning, Llc
  Minneapolis, MN

Previous Registrations

• 2022-08-31 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-31

Designations

• Certified Financial Planner