About Brian Brown

 

As a CERTIFIED FINANCIAL PROFESSIONAL™ I am prepared to help by partnering with you to help meet your overall individual and business financial planning and investment management needs.

I have been working in the financial services business since 2002.  Prior to starting PlanVest I worked 6 years as private client advisor for First National Wealth Management, 4 years as a financial advisor in Omaha and 2 years as a credit analyst. 

I received my Bachelors Degree from Northwestern College majoring in Business Administration.  Currently I hold a series 7,66,63, life/health and annuities license.  In addition I have earned my AAMS® (Accredited Asset Management Specialist) and CFP®, CERTIFIED FINANCIAL PLANNER™ designations. 

Currently, I serve on the board of directors for the  Blair Soccer Association.  My wife Ashley and I have 3 children, Brady, Alayna, and Barrett.  When I'm not at work I try to keep up with our kids in their various activities.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck