Brian J. Leben
MIDWEST WEALTH SOLUTIONS LLC
Brookfield, WI 53045
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CRD#: 6776137
Professional summary
Brian Jay Leben, CFP®, who also goes by Brian Leben, is a registered financial advisor currently at MIDWEST WEALTH SOLUTIONS LLC located in Brookfield, Wisconsin.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brian has worked at 1 firm .
Biography
The Midwest Advantage - Small Firm. Wide range of services.
Our clients benefit from quality, personalized service that is second to none. Financial success does not happen overnight, it cultivates through careful planning. Working closely with you and understanding our needs will help us map a strategy to plan for that sucess.
We will assist you with all of your financial planning and wealth management needs while offering you high quality professional services at affordable prices. Our goal is to help clients maintain financial viability in the near term while taking a proactive approach to accomplish future objectives.
Midwest Wealth Solutions is dedicated to meeting those goals with high standards of excellence and professionalism.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Business Succession Planning
Retirement Income Management
Social Security Planning
Retirement Planning
Investment Planning
Education Planning
Insurance Planning
Small Business Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
Divorce Planning
Entrepreneurs
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Brian Leben
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.
Brian Jay Leben is an accountant, CPA and owner of Leben CPA LLC and O & Z Accounting LLC dba Lulloff, Leben & Taylor LLC. From time to time, he will offer clients advice or products from this activity. Midwest Wealth Solutions LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Midwest Wealth Solutions LLC in their capacity as an accountant. Brian Jay Leben owns O & Z Eye Care LLC dba "Eye Care Vision Center of Wauwatosa" and O & Z Holdings LLC. These are non-investment business related and he receive no commissions. O & Z Ventures LLC; Non-Investment Related; Wauwatosa, WI; Holding Company for Commercial Real Estate; Owner; Less than 1% of time is spent on these business activities.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Jay Leben'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: 2016
Experience
Current
February 2, 2018 - Present
MIDWEST WEALTH SOLUTIONS LLC
Office #1: 19575 Janacek Ct 104, Brookfield, WI 53045RIA
CRD#: 291528
Brookfield, 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(2/2/2018)
Exams
Current Firm
MIDWEST WEALTH SOLUTIONS LLC
MIDWEST WEALTH SOLUTIONS LLC
CRD#: 291528 / SEC#:
Wisconsin
Registered Investment Advisory firm - (2/2/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19575 Janacek Ct 104, Brookfield, WI 53045
Mailing Address
Phone number
(414) 777-0700
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 25,310,000 |
Red Flags
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Company Information
MIDWEST WEALTH SOLUTIONS LLC
CRD#: 291528Brookfield, WI 53045TRUST BUT VERIFY
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