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Lee Edward Brown

Advisor at LPL Financial — Gnadenhutten, OH

Updated today

Credentials

Series 63

Experience

36 years

Location

Gnadenhutten, OH

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Lee Brown is a financial advisor with LPL Financial and holds a Series 63 designation. He has 36 years of industry experience and previously worked for Avantax Advisory Services and its affiliated firms for over three decades. Outside of his advisory role, Brown owns Lee E. Brown Tax Service, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services supported by research, model portfolios, and technology solutions.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Gnadenhutten, OH

Gnadenhutten OH

Advisors at this office

1

Most active in

Ohio

Work history

36 years of industry experience

LPL Financial

2021 - Present • 5 years

Gnadenhutten, OH

Farmstead Market and Cafe.

2019 - Present • 7 years

Gnadenhutten, OH

Lee E Brown Farm Rent

2019 - 2021 • 2 years

Gnadenhutten, OH

Avantax Insurance Agency, LLC

1994 - 2021 • 27 years

Gnadenhutten, OH

Avantax Advisory Services

1993 - 2021 • 28 years

Gnadenhutten, OH

Avantax Investment Services, Inc.

1989 - 2021 • 32 years

Gnadenhutten, OH

Disclosures

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

Business activities & affiliations

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Lewis H

Series 65

Dover, OH

Hindman Financial, LLC

Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

General retirement planning Income planning General tax planning General estate planning guidance Cash flow / budgeting
user avatar

Douglas F

CFP®, CFA®, Series 66

New Philadelphia, OH

Rea Wealth Management

Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
user avatar

Thomas S

Series 66

New Philadelphia, OH

Rea Wealth Management

Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
user avatar

Douglas B

Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Douglas Bambeck is a financial advisor at Rea Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rea Wealth Management and Commonwealth Financial Network since 1998. He serves on the board of FFD Financial Corp, a publicly traded holding company for First Federal Community Bank. Rea Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing investment advisory and financial planning services. The firm employs customized asset allocation strategies across multiple asset types and offers both discretionary and non-discretionary management through proprietary and third-party model programs.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Matthew A

Series 63, Series 66

New Philadelphia, OH

Rea Wealth Management

Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Rea Wealth Management and Commonwealth Financial Network since 2017. Outside of advising, he co-owned a floral and event design business from 2016 to 2020. Rea Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers personalized asset management and financial planning services, utilizing a range of investment strategies and programs through an 11-advisor team.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
user avatar

Matthew C

CFP®, ChFC®, Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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