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Shane Robert Brown

Advisor at Raymond James Financial — Harrison Township, MI

Updated today

Credentials

Series 66

Experience

17 years

Location

Harrison Township, MI 48045

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,497

Across 2,989 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Shane Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with various Raymond James entities since 2014. Outside of his advisory role, Brown is involved in entrepreneurial activities including ownership of a salon suite business and a commercial rental property in Harrison Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports advisory programs and institutional portfolio management across a large network of advisors.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Harrison Township, MI

38610 Jefferson Avenue

Harrison Township MI 48045

Advisors at this office

2

Most active in

Michigan

Work history

17 years of industry experience

Raymond James Financial Services Advisors, Inc.

2021 - Present • 5 years

Harrison Township, MI

Raymond James Financial Services, Inc.

2021 - Present • 5 years

Harrison Township, MI

Raymond James & Associates

2014 - 2021 • 7 years

Macomb, MI

Edward Jones

2008 - 2014 • 6 years

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

Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
user avatar

David R

CFP®, Series 66

Grosse Pointe Shores, MI

Tetra Wealth Management

David Rakecky is a CFP® with three years of industry experience, currently serving as the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. His background includes roles at Raymond James & Associates and Rocket Mortgage, as well as leadership in affiliated businesses such as Tetra Insurance Agency LLC, Tetra Tax LLC, and Tetra Home Loans. Tetra Wealth Management serves individuals, families, and employers seeking retirement-plan advice through discretionary portfolio management and integrated financial planning. The firm distinguishes itself by offering a suite of affiliated businesses—including mortgage origination, insurance, and tax preparation—with specific disclosures and safeguards for referral and joint engagements.

Retirement income strategy Income planning General retirement planning Options & derivatives strategies Founder/Business Owner
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Brandon M

Series 65

Shelby Township, MI

FUTR Wealth Management LLC

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.

Options & derivatives strategies Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Anita P

CFA®

Warren, MI

Weil Enterprises, Inc.

Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

Active portfolio management Tax-loss harvesting
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Jonathan M

Series 65

Grosse Pointe Shores, MI

Ballers and Associates

Jonathan Marko is the sole advisor at Ballers and Associates in Grosse Pointe Shores, MI, holding a Series 65 designation with nine years of industry experience. He also maintains an active legal career, practicing law at Rasor Law Firm for over 15 years. Ballers and Associates specializes in connecting clients who have obtained legal judgments or settlements with third-party investment advisers rather than providing direct portfolio management. The firm operates through referral arrangements, focusing on a legal-centric niche and does not manage individual portfolios or handle client funds directly.

Attorney
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