AUMdb
KM

Kurt M Brown

CRD 6034962 Chartered Financial Analyst

Firms

FirmRoleAs of
Pds Planning Inc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Pds Planning Inc
    Secretary Treasurer, Chief Compliance Officer, Chief Investment Officer · 10% – 25% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗