LB
CFP

Lynnae Elizabeth Brown

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
182 clients
Average Client Portfolio
$367K average
Assets Under Management
$66.8M

Fee Structure

This document does not contain any fee information.

Areas of Practice
Insurance Planning
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Advisor Information

Office location

2162 E. Williams Field Rd Suite 111, Gilbert, AZ, 85295

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Redeem Wealth Management
April 2025 - Present · 9 mos
Previous Registrations
Pathstone
April 2023 - July 2024 · 1 yr 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Lynnae Elizabeth Brown - Financial Advisor | AdvisorDiscover