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Michael William Brown

Investment adviser representative at Integrated Advisors Network LLC
10 yearsExperience
3 statesRegistered in
$5.5BFirm assets
11 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.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Integrated Advisors Network, LLCJan 2026 to now
  2. Copper Crest Advisors, LLC dba Copper Crest CapitalJun 2025 to now
  3. University of San DiegoAug 2024 to May 2025
  4. Home DepotApr 2024 to Aug 2024
  5. Joan O'connell ConsultingDec 2023 to May 2025
  6. Salient Wealth PlanningNov 2023 to Jan 2024
  7. Blue Water Capital Management LLCOct 2022 to Nov 2023
  8. N/aJan 2022 to Oct 2022
  9. California State University, San MarcosAug 2019 to Dec 2021
  10. Mantech InternationalJun 2018 to Aug 2018
  11. Ameriprise Financial Services, Inc.Nov 2017 to Feb 2018
  12. Davanti EnotecaMay 2017 to Aug 2017
  13. San Francisco State UniversityAug 2016 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (AZ, CA, IN).

Integrated Advisors Network LLC

$5.5BAssets managed
7,612Clients
79Advisers
11 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
8207385
Firm CRD
171991
Advisor's SEC record (opens in a new tab)
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