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RIA / WealthAdvisorCertified Financial Planner21 years in industry

GARY T BREWTON

Advisor at TITLETOWN WEALTH MANAGEMENT, LLC

GREEN BAY, WI

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Search this name across graphsid dfx:ria:feffbc6f-e135-8f57-2b53-95e16122d17c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TITLETOWN WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 10, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 10, 2005
First registration: Feb 20, 2007
Dual registered: no
IAPD individual key: 4998814

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TITLETOWN WEALTH MANAGEMENT, LLC	Independent wealth	Jun 17, 2020	n/a	yes	GREEN BAY, WI	Current employment
CONCEPTUAL FINANCIAL ADVISORS, LLC	Independent wealth	Jan 3, 2023	Jan 14, 2026	no	ST AUGUSTINE, FL\|APPLETON, WI	Previous registration
KEY FINANCIAL GROUP OF JACKSONVILLE, INC.	Former SEC adviser	Jun 8, 2021	Dec 31, 2021	no	JACKSONVILLE, FL\|GREEN BAY, WI	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 23, 2017	May 29, 2020	no	GREEN BAY, WI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 20, 2016	Oct 31, 2017	no	GREEN BAY, WI\|WOODBURY, MN\|NEW LONDON, WI\|STURGEON BAY, WI\|GREEN BAY, WI\|MARINETTE, WI\|GREEN BAY, WI\|DE PERE, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 27, 2011	May 24, 2016	no	DULUTH, MN\|WAUPUN, WI\|MENOMONEE FALLS, WI\|PLYMOUTH, WI\|SHEBOYGAN FALLS, WI\|SHEBOYGAN, WI\|CEDAR GROVE, WI\|SHEBOYGAN, WI\|MILWAUKEE, WI	Previous registration
ASSOCIATED INVESTMENT SERVICES, INC.	Independent wealth	Jun 15, 2009	Jun 21, 2011	no	SHEBOYGAN, WI\|SHEBOYGAN, WI\|APPLETON, WI\|APPLETON, WI\|KIMBERLY, WI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Feb 20, 2007	Jun 1, 2009	no	DEERFIELD, IL\|BUTLER, WI\|MILWAUKEE, WI\|MILWAUKEE, WI\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONCEPTUAL FINANCIAL ADVISORS, LLC	n/a	Jan 14, 2026	n/a	n/a	Departure no registered destination	Departure
KEY FINANCIAL GROUP OF JACKSONVILLE, INC.	CONCEPTUAL FINANCIAL ADVISORS, LLC	Dec 31, 2021	Jan 3, 2023	368	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	TITLETOWN WEALTH MANAGEMENT, LLC	May 29, 2020	Jun 17, 2020	19	Firm change	Ibd to RIA
LPL FINANCIAL LLC	WOODBURY FINANCIAL SERVICES, INC.	Oct 31, 2017	Oct 23, 2017	-8	Firm change	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	May 24, 2016	May 20, 2016	-4	Firm change	Other
ASSOCIATED INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Jun 21, 2011	May 27, 2011	-25	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	ASSOCIATED INVESTMENT SERVICES, INC.	Jun 1, 2009	Jun 15, 2009	14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
421:307752:WI:2020-05-29	May 29, 2020	Jun 17, 2020	GREEN BAY, WI	Firm change
6413:421:WI:2017-10-31	Oct 31, 2017	Oct 23, 2017	DE PERE, WI	Firm change

Relationships

Registered with (8)

→ TITLETOWN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 17, 2020 to presentfactForm ADV
→ CONCEPTUAL FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 3, 2023 to Jan 14, 2026factForm ADV
→ KEY FINANCIAL GROUP OF JACKSONVILLE, INC.Registered adviserregistration: previous registration
Jun 8, 2021 to Dec 31, 2021factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 23, 2017 to May 29, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 20, 2016 to Oct 31, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 27, 2011 to May 24, 2016factForm ADV
→ ASSOCIATED INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 15, 2009 to Jun 21, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Feb 20, 2007 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jan 14, 2026
Advisor departed, no destination yet
Gary T Brewton no longer registered at Conceptual Financial Advisors, Llc; no later IA registration on IAPD
Form ADVobserved 3 days ago