DB
DB

David Harding Brown

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
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Location

Lafayette, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the co-owner of DH Blue Sky Realty, which manages a rental property. This activity takes minimal time during trading hours.

Employment History
Current Registrations
Xypn Invest
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Clear Skies Planning & Wealth
August 2024 - January 2025 · 5 mos
Gold Medal Waters, INC.
September 2014 - May 2024 · 9 yrs 8 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
David Harding Brown - Financial Advisor | TrueAdvisor