user avatar

Cameron Cook Brown

Advisor at Cerity partners LLC — Elizabethtown, KY

Updated today

Credentials

CFP®

Experience

10 years

Location

Elizabethtown, KY 42701

Cerity partners LLC logo

Cerity partners LLC

Enterprise

Total advisors

738

Across 95 offices

Clients per advisor

34 Very Low

Avg AUM per client

$4,574,620 Very High

HNW client ratio

58% Very High

About

Cameron Brown is a CFP® professional with 10 years of industry experience. He is currently with Cerity Partners LLC and previously worked for ARGI Investment Services for seven years. Brown serves on the finance committee for the United Way of Central Kentucky. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

Client services

Based on Cerity partners LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cerity partners LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy

Occupation focus

Based on Cerity partners LLC

Founder/Business Owner Executive Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and other non-investment advisory services, negotiated per engagement.

Commissions

Commissions are earned by affiliated insurance agency CP Risk Management on insurance and annuity products; also, certain employees acting as registered representatives earn commissions on brokerage transactions.

Project-based

Hourly fees may be charged for financial planning or other consulting services, based on scope of engagement.

Performance-based

Performance-based fees are charged to qualified clients under Rule 205-3; also, affiliated private investment vehicles may charge performance fees as described in governing documents.

Other

Minimum fee: Minimum fees may be charged if assets under management fall below a threshold; specifics are negotiated with each client and may exceed 1.50% of assets under management. Fee-only: Financial planning fees may be charged as flat fees or included in investment management fees; fees are negotiable and vary by client circumstances.

Location

See office

Elizabethtown, KY

310 Ring Road

Elizabethtown KY 42701

Advisors at this office

7

Most active in

Kentucky

Work history

10 years of industry experience

Cerity Partners

2023 - Present • 3 years

Elizabethtown, KY

ARGI Investment Services

2016 - 2023 • 7 years

Louisville, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")