Michael Brown, CFA®, CPA

Principal at The Planning Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Languages
  • English -

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Credentials

  • Chartered Financial Analyst
    CFA Institute
    Sep, 2004
    - Nov, 2024
  • Certified Public Accountant
    Illinois CPA Society
    Jan, 2001
    - Nov, 2024

Experience

  • The Planning Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal
      • Dec 1999 - Present

      The Planning Group is a well established, boutique wealth management and financial advisory firm. Our goal is to help our clients and their families achieve the very best planning and lifestyle solutions while managing their investments and financial matters in a highly personal manner. Investment Advisor Representative, TPG Advisors, LLC, a Registered Investment Advisor. The Planning Group is a well established, boutique wealth management and financial advisory firm. Our goal is to help our clients and their families achieve the very best planning and lifestyle solutions while managing their investments and financial matters in a highly personal manner. Investment Advisor Representative, TPG Advisors, LLC, a Registered Investment Advisor.

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Intern
      • May 1997 - Aug 1998

Education

  • Southern Illinois University, Carbondale
    Bachelor of Science - BS, Accounting and Finance
    1995 - 1999

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