Brian David Behl
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
- Social Security & Medicare Planning
- Risk Management & Insurance
- Business Services
- Investment Management
- Retirement Planning
Specializations
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...
Other Aliases
Brian Behl
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
BEHL WEALTH MANAGEMENT | BEHL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
524 Milwaukee St Suite 325, Delafield, WI 53018Phone Number
(262) 275-4025# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
225AUM (Assets Under Management)
$48,239,226Similar Advisors
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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.
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State Registrations and Notice Filings
(10/7/2026)
(7/17/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brian David Behl's CRS (Customer Relationship Summary).
Services Offered by Brian
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
- Social Security & Medicare Planning
- Risk Management & Insurance
- Business Services
- Investment Management
- Retirement Planning
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