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Pat Brown, MBA, ChFC®, RICP®View profile
Kim Clark, CPA, PFS, CFPView profileStatus
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Pat Brown, MBA, ChFC®, RICP®View profileKim Clark, CPA, PFS, CFPView profileClaimed
Unclaimed
Professional typeWealth Manager, Author & Financial Literacy Advocate
Awaiting confirmation
NIL specialtiesNIL income planning; Tax coordination; Budgeting; Investing education; Family wealth building
Awaiting confirmation
Firm affiliationAwaiting confirmation
Awaiting confirmation
Registration typeAwaiting verification
Awaiting verification
CompensationAwaiting disclosure
Awaiting disclosure
Account minimumAwaiting disclosure
Awaiting disclosure
Last updated2025-12-08
2025-09-22
“Awaiting” means the information was not available in the migrated listing. It is not a negative rating or finding.