Gary T Brewton
Investment adviser representative at Titletown Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$150.3MFirm 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
Experience
10 years in the industry.
- Conceptual Financial Advisors, LLCJan 2023 to now
- Titletown Wealth Management, LLCMay 2020 to now
- Woodbury Financial Services IncOct 2017 to May 2020
- Bank MutualMay 2016 to Oct 2017
- LPL Financial LLCMay 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Titletown Wealth Management, LLC
$150.3MAssets managed
459Clients
2Advisers
5 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
- 4998814
- Firm CRD
- 307752