Mu-tin Wultsch
Investment adviser representative at Brown Financial Advisory
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$468.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Brown Financial AdvisoryFeb 2022 to now
- HomemakerMay 2017 to Jan 2022
- Charles Schwab & Co., Inc.Dec 2015 to Apr 2017
- Schwab Private Client Invest AdvDec 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (AL).
Brown Financial Advisory
Legal name: Brown Mcleod, Inc
$468.2MAssets managed
288Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4825499
- Firm CRD
- 155548