Brian D. Behl
BEHL WEALTH MANAGEMENT
Delafield, WI 53018
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CRD#: 5210998
Professional summary
Brian David Behl, CFP®, who also goes by Brian Behl, is a registered financial advisor currently at BEHL WEALTH MANAGEMENT located in Delafield, Wisconsin.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where there were more conversations about how to make the firm more money instead of helping their clients make more money.
Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only make sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him.
Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner®, a Chartered Retirement Planning Counselor® and a Certified Divorce Financial Analyst™. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University.
When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers.
To schedule a no obligation introductory phone call, please click here.
Question & Answer
What are your service offerings?
Inheritance
Tax Planning
Life Transitions
Social Security Planning
Comprehensive Financial Planni...
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Retirement Income Management
Divorce Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
Divorce Planning
High Net Worth Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Brian Behl
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brian David Behl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
March 25, 2019 - Present
BEHL WEALTH MANAGEMENT
Office #1: 524 Milwaukee St Suite 325, Delafield, WI 53018RIA
CRD#: 300281
Delafield, WI
Past
October 26, 2015 - March 21, 2019
WEALTHSPIRE CAPITAL, LLC
BD
CRD#: 171970
Delafield, WI
Past
September 8, 2015 - March 21, 2019
WEALTHSPIRE ADVISORS
RIA
CRD#: 168095
MINNEAPOLIS, MN
Past
April 17, 2014 - May 6, 2015
LAKE COUNTRY WEALTH MANAGEMENT
RIA
CRD#: 170927
DELAFIELD, WI
Past
January 6, 2010 - August 27, 2015
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
DELAFIELD, WI
Past
January 6, 2010 - August 27, 2015
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
DELAFIELD, WI
Past
June 24, 2008 - January 5, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
EAST TROY, WI
Past
June 24, 2008 - January 5, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
EAST TROY, WI
Past
September 6, 2007 - December 12, 2007
EDWARD JONES
RIA
CRD#: 250
WATERTOWN, WI
Past
October 18, 2006 - December 12, 2007
EDWARD JONES
BD
CRD#: 250
WATERTOWN, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(7/17/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BEHL WEALTH MANAGEMENT
BEHL WEALTH MANAGEMENT | BEHL WEALTH MANAGEMENT, LLC
CRD#: 300281 / SEC#:
Illinois
Registered Investment Advisory firm - (7/29/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (7/17/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
524 Milwaukee St Suite 325, Delafield, WI 53018
Mailing Address
Phone number
(262) 275-4025
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 40,188,080 |
Red Flags
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Company Information
BEHL WEALTH MANAGEMENT
CRD#: 300281Delafield, WI 53018TRUST BUT VERIFY
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