Makenzie Allynn Brown
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Independent ContractorJul 2021 to now
- Charles Schwab & Co., Inc.Sep 2020 to now
- StarbucksJul 2020 to Sep 2020
- Team Comp LLCJun 2018 to Jun 2018
- Northview Band and Guard/north Clay Cadet CorpsJun 2017 to Aug 2019
- Cracker BarrelApr 2017 to May 2018
- Macy'sOct 2016 to May 2017
- Hite Dance CenterSep 2015 to Aug 2020
- Northview High SchoolMar 2015 to Mar 2020
- Indiana State UniversityAug 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7296987
- Firm CRD
- 5393