About My Practice
The mission of M. Brown & Associates, Ltd. is to develop and define strategies that will lead our clients to financial security and prosperity. We believe that wealth is defined as the security found in family and friends as well as the assurance that your future is secure, your loved ones are cared for, and you have the means to live a safe and comfortable life.
M. Brown is a full service financial securities, insurance and tax firm. Our firm develops and manages plans for individuals, organizations and businesses seeking to "create & preserve wealth". For over 25 years the firm has become recognized for innovative financial planning and proactive, affordable health care plans. We provide specific services tailored to our clients individual needs. Mark Brown was recognized as a 5 Star Wealth Manager in the November 2010, 2011 and 2012 issue of Chicago Magazine. We have an in house mutual fund manager. Greg is the lead manager on an investment strategy called "Proactive Investment Management". Proactive investing is a strategy that takes into account changing market conditions and recognizes that it may be prudent at times to be out of the market and protect principal.(more information at www.mbrownltd.com)
Mark Brown is the President of M. Brown & Associates, Ltd. Mark is a Certified Financial Planner and a Financial Advisor for Ausdal Financial Partners. Mark began his career in financial services in October of 1987. In June of 2006 Mark and his Associates, moved the practice to Naperville, Illinois. Mark and his Associates bring over 100 years of combined experience in investment management and insurance services. The culmination of all of these experiences gives M. Brown & Associates, Ltd. the confidence and understanding to best represent the needs of their clients. Mark was joined by Robert Mervis (who is also an accountant) in 2008 and Greg Bruno in 2009 and AndyButtimer in 2011. All have unique skills and talents they bring to the firm.
Mark Brown was named a 5 Star Wealth Manager in the November issue of Chicago Magazine for the years 2010, 2011, and 2012.
Notable Certifications & Memberships:
Certified Financial Planner, Financial Advisor of Ausdal Financial Partnersl, Member of the Financial Planning Association, Member of the DuPage Association of Health Insurance Underwriters.
Series 7, 24, 63, 65, in AZ, FL, GA, IL, IN, MD, MT, OH, WA, MO
Life, Health, Long Term Care, Medicare, Insurances & Variable Annuities
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65, 66
Life insurance: IL, IN, WA, Health/disability insurance: IL, IN, WA, Fixed annuities: IL, IN, WA, OH, Variable annuities: IL, IN, WA, OH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Securities & Advisory Services offered through Ausdal Financial Partners, Inc. Member FINRA & SIPC M. Brown & Associates & Ausdal Financial Partners are seperately owned and operated.
Considerations: Customized investment planning and portfolios for $100000 and above.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.