Donald E Brown
Donald E Brown
Retirement and Investment Advisor 
(614) 340-1499 Ext. 109
510 E Mound St
Columbus, OH 43215
Get Directions

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Education First Credit Union I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education 
  • Master of Business Leadership- William Penn University, Des Moines, IA         
  • Bachelor of Science, Finance- Franklin University, Columbus, OH B

    FINRA Registered
  • Ohio Life, Health and Accident Insurance License
  • Ohio Property and Casualty Insurance License
  • Certificates of Achievement – Professional Development Program, C.F.A. Institute
  • Personal

  •      Don has volunteered in many charity efforts including Meals-on-Wheels, Habitat for Humanity, various fund-raising, health, food, and clothing drives        for local churches. Don has also helped the Animal Rescue League in a volunteer role.  His current volunteer work is aiding unemployed                          professionals with Career Transition Institute in Columbus, Ohio. His hobbies are hiking, sports, and gardening.

Professional Services
  • Comprehensive Financial Guidance
  • Portfolio Management
  • Tax-advantaged Investment Planning
  • Retirement Planning
  • Education Funding
  • General Investment Management
  • Wealth Preservation
  • Retirement Account Planning
  • 401(k) Planning
  • Insurance Planning