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Brian David Behl

Behl Wealth Management

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About Brian David Behl

Brian Behl is a financial advisor at Behl Wealth Management, a firm based in Delafield, WI. Brian Behl has been in the industry for over 15 years and is a CERTIFIED FINANCIAL PLANNER™. Brian Behl provides financial planning and portfolio management services to individuals and families. Brian Behl has experience working with high-net-worth individuals, as well as those with more modest financial resources. Brian Behl is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.

Firm Information

Brian Behl is currently registered with Behl Wealth Management. Behl Wealth Management is a registered investment advisor headquartered in [firm's location, if available] that provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm manages approximately $34.5 million in assets for 187 clients.

$34.49M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Behl’s Registration & Firm History

WI

07/17/2019 - Present

Behl Wealth Management (DELAFIELD WI)

WI

10/26/2015 - 03/21/2019

BRONFMAN E.L. ROTHSCHILD CAPITAL, LLC (Delafield WI)

WI

01/06/2010 - 08/27/2015

NEXT FINANCIAL GROUP, INC. (DELAFIELD WI)

WI

06/24/2008 - 01/05/2010

LPL FINANCIAL CORPORATION (EAST TROY WI)

WI

10/18/2006 - 12/12/2007

EDWARD JONES (WATERTOWN WI)

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Licenses & Designations

BOTH

Issued 10/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian David Behl.
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