wiseradvisor


Craig Brown, CRPC®
MultiGen Wealth Services, Inc. (LPL Financial)

Tel: 360-392-2882
113 W Chestnut Street
Bellingham, WA 98225
MultiGen Wealth Services, Inc. (LPL Financial) | Financial Advisor in Bellingham ,WA

Focused on Today, Planning on the Future


About Craig Brown

Craig and his wife Jill married in 1999, they have two daughters Hannah (2003), Faith (2011) and Son Ethan (2012) they are proud to be raising them in Washington. Outside of work and family, Craig has been involved with Rugby for over 30 years as an Athlete, Coach and Leader at the Local, Regional and National level with USA Rugby as a National Team Manager for 7 years and has served on many local, regional and national boards or committees for various organizations.


About MultiGen Wealth Services, Inc. (LPL Financial)

Independent Financial Services firm utilizing LPL Financial as its Broker/Dealer. Attention to detail with focused skill set on Financial Planning, Investment Management and Insurance. A complete detailed structure around services and the annual client experience in working with us.

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   2011
No.of Employees:   2-4
Insurance License#:   267792
Name of Broker/Dealer:   LPL Financial
Number of Years with Current Firm:   10
Work Experience:   A dedicated financial services professional with well over two decades of service to families, Craigs's Series 7 is held by LPL Financial and his Series 66 is held with Strategic Wealth Advisors Group for Life, Long Term Care & Disability Insurance. In 2011, Craig left his role as financial advisor with Merrill Lynch after more than eleven years to open his Independent financial services firm. Prior to his career as an Advisor, Craig was an independent property and casualty insurance agent for 9 years.

In 2004, he earned his CRPC®, Chartered Retirement Planning Counselor designation from the College for Financial Planning. He continues to further his education through Western Washington University, College for Financial Planning, The American College and other institutions to broaden his views.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Services

Investment Types:   Alternative Investments, Mortgages & Real Estate, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Advisor's Number of Clients:   180
Advisor's Number of Planning Clients:   180
Assets Managed by Advisor:   100 Million

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   250,000
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   $100,000-$1.5 Million 1.00% $1.5 to $3 Million 0.90% 3 Million to 5 Million 0.80% 5 Million to 7 Million 0.70% 7 Million to 10 Million 0.60% 10 Million + 0.50%

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. MultiGen Wealth Services and Strategic Wealth Advisors Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, FL, ID, MO, MT, NE, OR, PA, TX, UT, VA, VT, WA

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:00 AM - 6:00 PM
Tue. 8:00 AM - 6:00 PM
Wed. 8:00 AM - 6:00 PM
Thu. 8:00 AM - 6:00 PM
Fri. 8:00 AM - 6:00 PM

Communities Served

Pacific Northwest

Social Networks

tweeter facebook linkedin
brokercheck