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Gregory Brawn

Advisor at Success Wealth Management LLC

Updated today

Location

Cambridge Springs, PA

Credentials

Series 66

Industry experience

16 years

About

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Client services

Based on Success Wealth Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Success Wealth Management LLC

Wealth management

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Fee options

Fixed

Financial planning flat fees up to $5,000, negotiable based on complexity and client needs.

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually

Commissions

Investment Advisor Representatives receive commissions on insurance products sold; Mr. Goldman receives more than 90% of his compensation from external commissions.

Location

Cambridge Springs, PA

Most active in

Pennsylvania

Work history

Success Wealth Management LLC

2019 - Present (7 years)

Success Financial Solutions, LLC

2019 - Present (7 years)

Various Insurance Carriers For W & R Insurance Agencies

2009 - 2019 (10 years)

Waddell & Reed, Inc.

2009 - 2019 (10 years)

Disclosures

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

Business activities & affiliations

Matt S

CFP®, RICP®

Meadville, PA

Brookhouse Advisors

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Charitable giving & philanthropy ESG / Sustainable investing Christian Faith Based
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Zachary H

Series 66

Ednboro, PA

Secure Asset Management, L.L.C.

Zachary Honess is a financial advisor with Secure Asset Management, L.L.C. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hancock Capital Management, Inc., Cadaret Grant, and Paceline Financial. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and trading signals.

Income planning Options & derivatives strategies
user avatar

Gregory K

Series 63

Edinboro, PA

Stifel Independent Advisors, LLC

Gregory Keil is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. Prior to joining Stifel in 2022, he worked at Ameriprise Financial Services, Inc. and CUSO Financial Services, LP. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations through a collaborative planning process.

General retirement planning Income planning Wealth management
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Allison R

Series 66

Edinboro, PA

Stifel Independent Advisors, LLC

Allison Rebich is a financial advisor at Stifel Independent Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has held roles at PNC, Grub Hub, First National Bank, and her own firm, Rebich Investments. Prior to entering financial services, she worked in education at Westminster College and Mercyhurst Preparatory School. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s approach combines client collaboration with proprietary capital market modeling to create tailored asset allocation recommendations.

General retirement planning Income planning Wealth management
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Zane W

Series 66

Edinboro, PA

Stifel Independent Advisors, LLC

Zane Wright is a financial advisor at Stifel Independent Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Snowbelt Beverages and Engine House 39. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services tailored to client needs through a collaborative planning process and proprietary investment modeling.

General retirement planning Income planning Wealth management
user avatar

Brian L

Series 66

Edinboro, PA

Stifel Independent Advisors, LLC

Brian Long is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and Janney Montgomery Scott. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering a range of brokerage and advisory services. The firm uses a collaborative planning process with proprietary modeling to develop tailored asset allocation recommendations, and operates as both a registered broker-dealer and SEC-registered investment adviser.

General retirement planning Income planning Wealth management
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