Thomas Stone Brown
Investment adviser representative at Tandem Financial, LLC
11 yearsExperience
1 stateRegistered in
$541.8MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tandem Financial, LLCJul 2025 to now
- Go KickballMar 2025 to Jun 2025
- Tandem Financial LLCJun 2024 to Aug 2024
- Ymca of the RockiesMay 2022 to Aug 2022
- Slattery's Pub and GrillDec 2021 to Mar 2023
- Colorado State UniversityAug 2021 to May 2025
- Red RobinJun 2020 to May 2021
- Cherry Creek High SchoolAug 2017 to May 2021
- West Middle SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Tandem Financial, LLC
$541.8MAssets managed
457Clients
5Advisers
5 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
- 8211404
- Firm CRD
- 292565