Mark R. Brown, CFP^®

Mark R. Brown is the Managing Partner of Brown & Tedstrom, Inc., a financial planning-based wealth management firm that has been successfully offering independent investment management advice and financial services to business owners, executives and entrepreneurs nationally.  A 28-year veteran of the field, Mr. Brown formed his boutique practice in 1988 and has acquired the wisdom to help families navigate life's events proactively and rationally.

Mark has been a frequent contributor to national and local media, including CNBC, ABC, NBC and FOX networks, the Wall Street Journal, MONEY magazine, the Denver Business Journal, the Denver Post, Chicago Tribune and the Los Angeles Times.  He has also appeared on CNBC’s, “Power Lunch,”  “Making Your Money Work,” and “CLOSINGbell” segments.  Mark has been recognized nationally by peers, and the industry as a whole, as a Top Wealth Advisor*.  Publications that have ranked him as a top advisor include BARRON’S, WORTH and Registered Rep. magazines as well as the Denver Business Journal.  In 2010, the firm received a special acknowledgement from DENVER magazine for “Excellence in Financial Planning.”

Actively engaged in the community, Mr. Brown currently is involved with Community Bankshares of Colorado, Colorado UpLift, the “I Have A Dream Foundation, Colorado,” and the Colorado Open Golf Foundation:  The First Tee of Green Valley Ranch.  He is a past president of Rotary Club of Denver Southeast and is active in that organization as well as the Rotary Foundation, Colorado Concern, Metro Denver Executive and Quarterly Forum. 

Inventor:

• The Retirement Shock Absorber^®, a proprietary financial and retirement planning tool

Credentials:

• BA, University of Colorado, Boulder
• Brown & Tedstrom, Inc. is a Registered Investment Advisory Firm
• CERTIFIED FINANCIAL PLANNER^™ designation, 1989
• Series 7, 63, 65 registrations, held with LPL Financial

Awards & Recognition*:

• Barron’s magazine — Top Independent Financial Advisor (2007–2011)
• Worth magazine — Top Wealth Advisor (2002, 2004, 2007, 2008)
• Denver Business Journal — Top 20 Colorado Wealth Advisor (2007–2011)
• Registered Rep. magazine — Top 100 Independent Advisor (2007–2011)
• DENVER magazine – Premier Colorado Advisor, Recognized for Financial Planning excellence (2010)
• 5280 and ColoradoBiz magazines — Five Star Award for “Best in Wealth Manager Client Satisfaction” (2009, 2011)
• Who's Who in Denver Business (2000)
• Who's Who in Financial Planning (2000)
• Denver Business Journal — Forty Under 40 (1998)

*Barron’s magazine awards are based on assets managed, revenue and quality of practice.  Worth magazine awards are based on expertise, integrity and dedication to the field of wealth management.  Registered Rep. magazine awards based on revenues.  Denver Business Journal awards based on credentials, compensation structure, client retention rate and quality of advice.  The 5 Star Wealth Manager is an award based on client satisfaction.  Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction.  The overall evaluation score is based on an average of all respondents and may not be representative of any one client's evaluation.  Denver magazine award based on 20 categories of practice management such as experience, credentials, philosophy and fee structure among others.

Media:  

Frequent commentator and contributing professional for:

• CNBC
• NBC & ABC
• 9News
• FOX News
• Wall Street Journal
• LA Times
• MONEY magazine
• NEWSWEEK magazine
• TIME magazine
• Denver Business Journal
• Denver Post
• Chicago Tribune
• Investment News
• Journal of Financial Planning

Community Involvement:   

• Community Bankshares of Colorado
• Colorado Concern
• Colorado UpLift
• Colorado Open Golf Foundation:  The First Tee of Green Valley Ranch
• I Have A Dream Foundation, Colorado
• Metro Denver Executive
• Quarterly Forum
• Rotary Club of Denver Southeast
• Rotary Foundation