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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 6 years, 7 months Jun 2012 - Present
Independent Financial Partners 6 years, 7 months Jun 2012 - Present
Morgan Stanley Smith Barney 3 years Jun 2009 - Jun 2012
Citigroup Global Markets Inc. 10 years, 2 months Apr 2002 - Jun 2012

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Kary Brownlee

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
To switch career at mid life, should I tap into Roth IRA or Cash Balance Benefit plan first? I will be 54 this November.
Keep in mind that your retirement accounts are typically protected in a bankruptcy (worst case scenario). Any money you borrow (home equity, credit card, etc) is something you can walk away from. Student loans are a bit tougher, but can be deferred in bad times.I would strongly suggest looking at...  (more)
Answered Aug 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 18, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 18, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Jan. 20, 2018
      • $70.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Independent Financial Partners

    Last updated on June 19, 2017
      • $5.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 30K
        Accounts
      • $175.1K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Other