Skip to content

Neil Ashtyn Brown

Investment adviser representative at Burkett Financial Services, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$572.6MFirm assets

Are you Neil Ashtyn Brown? Claim your profile

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

14 years in the industry.

  1. Burkett Financial Services, LLCDec 2003 to now
  2. Advanced Financial Planning LLCMay 2003 to now
  3. Freeman Wealth Management LLCJun 2006 to Jan 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

Burkett Financial Services, LLC

$572.6MAssets managed
476Clients
5Advisers
19 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
5145080
Firm CRD
140168
Advisor's SEC record (opens in a new tab)
CallContact this firm