Gary Brewton has been Managing Partner / CCO of Titletown Wealth Management since March 2020, is a control person of the firm and directly owns between 50% and 75% of it. Gary Brewton holds a Bachelor's degree from Pittsburg State University.
Titletown Wealth Management, LLC is a Green Bay, WI firm with $150M under management, 459 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Gary Brewton is Wealth Advisor of Titletown Wealth Management, serving the Green Bay and Jacksonville markets. He is a managing partner and the CIO of the firm. Since 2004, Gary has assisted individuals and families with planning to preserve, grow, and distribute their wealth.
Gary Brewton’s longest registration is the current one, 6 years at Titletown Wealth Management since 2020. Before joining Titletown Wealth Management in 2020, Gary Brewton was registered through Woodbury Financial Services, Inc. and LPL Financial LLC.
- Conceptual Financial Advisors, LLC– · 3 yearsSt Augustine, FL · Adviser representative · Firm CRD 167513
- Key Financial Group of Jacksonville, Inc.– · under a yearGreen Bay, WI · Adviser representative · Firm CRD 142356
- – present · 6 yearsGreen Bay, WI · Adviser representative · Firm CRD 307752
- Woodbury Financial Services, Inc.– · 2 yearsGreen Bay, WI · Adviser representative · Firm CRD 421
- LPL Financial LLC– · 1 yearGreen Bay, WI · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 4 yearsSheboygan Falls, WI · Adviser representative · Firm CRD 19616
- Associated Investment Services, Inc.– · 2 yearsSheboygan, WI · Adviser representative · Firm CRD 1464
- Chase Investment Services Corp.– · 2 yearsMilwaukee, WI · Adviser representative · Firm CRD 25574
Professional designations
Listed by Titletown Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary Analyst (AIFA®)
- Qualified Plan Financial Consultant (QPFC)
Investment adviser representative registrations
Gary Brewton is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2020; the most recent is Texas, in June 2020.
- TexasResidentSince 17 June 2020
- WisconsinSince 29 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2007 |
| Series 7 | General Securities Representative Examination | 19 February 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary T Brewton
- CRD
- 4998814
- Firm
- Titletown Wealth Management · CRD 307752
- Role
- Managing Partner / CCO
- Office
- 1221 BELLEVUE STREET, SUITE 102, Green Bay, WI 54302
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- titletownwm.com
Where does Gary Brewton work?
Gary Brewton has been Managing Partner / CCO of Titletown Wealth Management, LLC since March 2020, and is a control person of the firm.
Is Gary Brewton a financial advisor?
Yes. Gary Brewton has a current investment-adviser registration in Texas and Wisconsin, through Titletown Wealth Management since May 2020.
How many years of experience does Gary Brewton have?
Gary Brewton has 21 years in the financial industry, since August 2005, across 8 adviser firms.
What exams has Gary Brewton passed?
Gary Brewton has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in August 2005. FINRA credited Gary Brewton with the SIE, which began in October 2018.
Where did Gary Brewton work before Titletown Wealth Management?
Before Titletown Wealth Management, Gary Brewton was registered through Woodbury Financial Services, Inc., October 2017 to May 2020; LPL Financial LLC, May 2016 to October 2017; Wells Fargo Advisors, LLC, May 2011 to May 2016; Associated Investment Services, Inc., June 2009 to June 2011; Chase Investment Services Corp., February 2007 to June 2009.
Where is Gary Brewton based?
Gary Brewton’s registered office is in Green Bay, WI.
Is Gary Brewton registered with FINRA?
No. Gary Brewton has no current broker registration.
Is Gary Brewton a CFP?
Titletown Wealth Management lists Gary Brewton with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Gary Brewton, CFP®, AIFA®, QPFC biography, titletownwm.com
How can I verify Gary Brewton’s record?
Search CRD 4998814 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Brewton’s full registration record.
