Brian Jay Leben
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Business Services
- Retirement Planning
- Social Security & Medicare Planning
- Investment Management
- Education Funding
- Risk Management & Insurance
- Cashflow & Budgeting
Specializations
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...
Other Aliases
Brian Leben
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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
8 years in the financial services industry
Current & Past Employments
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Current Firm
MIDWEST WEALTH SOLUTIONS LLC
Contact Information
Main Address
19575 Janacek Ct 104, Brookfield, WI 53045Phone Number
(414) 777-0700# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
137AUM (Assets Under Management)
$29,084,723Similar 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.
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State Registrations and Notice Filings
(2/2/2018)
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 Jay Leben's CRS (Customer Relationship Summary).
Services Offered by Brian
- Tax Planning
- Financial Planning
- Business Services
- Retirement Planning
- Social Security & Medicare Planning
- Investment Management
- Education Funding
- Risk Management & Insurance
- Cashflow & Budgeting
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