Brian Leben (CRD# 6776137) is an Investment Advisor Representative working at Midwest Wealth Solutions LLC in Brookfield, WI and has 1 year of experience in the finance industry. Brian Leben has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lulloff Leben & Taylor LLC | Wauwatosa, WI | Nov 2017 - Current | 6 |
| Midwest Wealth Solutions LLC | Wauwatosa, WI | Nov 2017 - Current | 6 |
| Leben Cpa LLC | Pewaukee, WI | Jun 2011 - Current | 12 |
| Common Ground Healthcare | Brookfield, WI | Aug 2015 - Jul 2017 | 1 |
| United Healthcare | Pewaukee, WI | Aug 2013 - Aug 2015 | 2 |
- WI
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Total Assets Under Management22MILLIONS
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Total Number of Accounts47ACCOUNTS
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Average Account Value$462,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WI
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