Danielle Marie Brown
Investment adviser representative at Buttonwood Financial Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$659.5MFirm 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
12 years in the industry.
- Buttonwood Financial Group, LLCJun 2024 to now
- Cambridge Investment Research Advisors, Inc.Sep 2022 to May 2024
- Financial Designs, Inc.Jul 2021 to May 2024
- Creative PlanningNov 2014 to May 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
Buttonwood Financial Group, LLC
$659.5MAssets managed
429Clients
7Advisers
17 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
- 6578841
- Firm CRD
- 151164