linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristopher T Sharpe

Behl Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristopher? Claim Your Profile

About Kristopher T Sharpe

Kristopher Sharpe is a financial advisor who has been active in the industry for over 15 years. Kristopher is currently registered with Behl Wealth Management in Delafield, Wisconsin. Kristopher has also been previously registered with Woodbury Financial Services, Inc. and Next Financial Group, Inc.. Kristopher specializes in providing financial planning and portfolio management for individuals. Kristopher also provides consulting services to high net worth individuals. Kristopher is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Kristopher Sharpe 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristopher Sharpe’s Registration & Firm History

WI

01/20/2023 - Present

Behl Wealth Management (DELAFIELD WI)

WI

09/10/2015 - 02/01/2021

WOODBURY FINANCIAL SERVICES, INC. (HARTLAND WI)

WI

03/31/2014 - 05/05/2015

NEXT FINANCIAL GROUP, INC. (DELAFIELD WI)

Not sure if Kristopher T Sharpe is right for you?

Licenses & Designations

BOTH

Issued 11/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristopher T Sharpe.
Not sure if Kristopher T Sharpe is right for you?