Intellicents Investment Solutions
43yrs
Top advisor by experience in Lawrence
26yrs
Based in Lawrence, Kansas, Patrick Brown is a fiduciary financial advisor with 26 years of industry experience. Patrick has been with Creative Planning since 2024; before that, Patrick spent five years at Edmonds Duncan Registered Investment Advisors and seven years at Cetera Advisors. Patrick holds the ChFC designation.
One of 141 advisors with offices in Lawrence, and one of 136 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 13% by experience at Creative Planning
Office645 Massachusetts Street Suite 300, Lawrence, KS 66044
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowCreative PlanningCurrent firm
- 2019 – 2024Edmonds Duncan Registered Investment Advisors, LLCPreviously
- 2013 – 2019Cetera Advisors LLCPreviously
- May 2012 – Dec 2012Coordinated Capital Securities, Inc.Previously
- Sep 2011 – May 2012Principal Securities, Inc.Previously
- Jan 2009 – Dec 2010SPCPreviously
- Nov 2007 – Feb 2009MerrillPreviously
- Jul 2006 – Nov 2007Citigroup Global Markets Inc.Previously
Earlier career (1 more)
- Nov 2005 – Apr 2006American Century Advisory Services, Inc.Previously
Contact Patrick
(866) 909-5148Firm headquarters in Overland Park, KS. Ask for Patrick. 645 Massachusetts Street Suite 300Lawrence, KS 66044Office · Get directions X (Twitter) pageCreative Planning
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Creative Planning at (866) 909-5148 and ask for Patrick Brown. Patrick works from the Lawrence, KS office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 26 years. Top 13% by experience at Creative Planning.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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