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Lynnae Elizabeth Brown

Investment adviser representative at Redeem Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$118.6MFirm 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 assetsHourlySubscriptionFixed 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

11 years in the industry.

  1. Redeem Wealth ManagementApr 2025 to now
  2. Redeem Financial Group, LLCApr 2025 to now
  3. UnemployedJun 2024 to Apr 2025
  4. PathstoneAug 2019 to Jun 2024
  5. UnemployedMay 2019 to Aug 2019
  6. Professional Tax and Financial ServicesJan 2019 to Apr 2019
  7. Cornerstone AdvisorsMay 2018 to Jul 2018
  8. The Master's UniversityAug 2015 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Redeem Wealth Management

Legal name: Redeem Financial Group LLC

$118.6MAssets managed
228Clients
3Advisers
Under 1 yearIn 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
7712470
Firm CRD
313761
Advisor's SEC record (opens in a new tab)
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