Brian A. Luhman

LUHMAN WEALTH PARTNERS

IRVINE, CA

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CRD#: 6518012

Professional summary

Brian Andrew Luhman, CFP®, who also goes by Brian Luhman, is a registered financial advisor currently at LUHMAN WEALTH PARTNERS located in Irvine, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brian has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Brian Luhman

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 name of the other business; Luhman Consulting LLC whether the business is investment-related; Not Investment Related the address of the other business; 125 Margaret Ln Malvern PA 19355 the nature of the other business; Business Consulting your position; title, or relationship with the other business; Owner / Consultant the start date of your relationship; 01/2020 the approximate number of hours/month you devote to the other business; 30 hours a month or 17% a month the number of hours you devote to the other business during securities trading hours; 30 hours a month or 17% a month and briefly describe your duties relating to the other business; Business and management consulting services to clients. Luhman Consulting assists businesses with evaluating and implementing technology solutions, improving operational workflows, organizing business data and reporting systems, and supporting internal process improvements. Services may include guidance on software selection, systems implementation, workflow design, and project management related to operational infrastructure and technology adoption.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Andrew Luhman'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^®

Certified Financial Planner

Experience

Current

May 27, 2026 - Present

LUHMAN WEALTH PARTNERS

RIA

CRD#: 339978

IRVINE, CA

Past

June 21, 2016 - July 23, 2018

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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

California
(5/27/2026)

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

State Security Law Exam

IAR

Series 65

Date: 4/16/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2016

General Securities Representative Examination

Current Firm

LUHMAN WEALTH PARTNERS

BRIAN LUHMAN FINANCIAL PLANNING LLC | LUHMAN WEALTH PARTNERS

CRD#: 339978 / SEC#:

California

Registered Investment Advisory firm - (5/27/2026 Approved)

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Contact information

Main Address

Irvine, CA

Mailing Address

Phone number

(765) 426-5781

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Brian A. Luhman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Andrew Luhman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUHMAN WEALTH PARTNERS

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/16/2019

Series 63

Date: 6/30/2016

SIE

Date: 7/23/2018

Series 7

Date: 6/21/2016

Current Firm

LUHMAN WEALTH PARTNERS

Contact information

Documents

Red Flags

Company Information

LUHMAN WEALTH PARTNERS

TRUST BUT VERIFY

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