Beau M Browning
Investment Adviser Representative at Corevision Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Beau M. Browning is an investment adviser representative with Corevision Financial Group in Shelbyville, IN, where they have been registered since 2023. They have worked in the securities industry since 2005 and were previously registered with LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
16 states and territories
Alabama, California, Florida, Georgia, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Montana, New Jersey, Ohio, Tennessee, Texas, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCDec 2010 – no end date reportedShelbyville, IN
- CVFG LLC d/b/a coreVISION Financial GroupMay 2023 – no end date reportedShelbyville, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corevision Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, customized income strategies, wealth accumulation and preservation, financial planning following a 6-step approach, and online investment management tools including Guided Wealth Portfolios (GWP).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Shelbyville, IN
- SEC file number:
- 801-127739
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
View full firm profileOther advisors at Corevision Financial Group
10 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beau M Browning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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