Carolyn Lingle
Investment adviser representative at Brownlee Wealth Management
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$465.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Brownlee Wealth ManagementFeb 2024 to now
- Navy Mutual Aid AssociationSep 2017 to Feb 2024
- Full-time ParentApr 2016 to Sep 2017
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Brownlee Wealth Management
Legal name: Bwm Planning LLC
$465.3MAssets managed
86Clients
5Advisers
3 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
- 4877378
- Firm CRD
- 304855