Ozro Charles Brown
Investment adviser representative at Creative Planning
47 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$295.6BFirm 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
- Seminars and workshops
Experience
47 years in the industry.
- Creative Planning, LLCAug 2023 to now
- Caldwell, Taylor and Brown, Ltd.Dec 1979 to now
- Ctb Financial Services, Ltd.Feb 2002 to Jul 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 5153371
- Firm CRD
- 105348