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Brian Behl | Financial Advisor

Profile img for Brian Behl, financial advisor at Behl Wealth Management
Delafield, WI
Brian Behl
Financial Advisor
Founder and Financial Planner at
Behl Wealth Management

Verified Identity

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Specialties and Expertise

6
Tax Minimization Investment Strategies
Retirement Income
Tax Preparation
Portfolio Construction
High Net Worth Planning
Cash Flow Analysis

Clientele

5
Retirees
High Net Worth Individuals
Surviving Spouses
Divorcees
Wealthy Families

Credentials and Designations

2
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Chartered Retirement Plan Counselor®

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Certified Financial Plannerâ„¢

Quick Facts About Brian
Years of Experience:19 yearsMember since:2025Average Account Size:$750,000Number of clients:55

Services Provided

How I help my clients

Tax Planning

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Investment Management

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Retirement Planning

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Financial Planning

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Pricing Models

AUM
Flat Fee
One Time Fee
Hourly Fee

Proof of License

SEC Profile
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Delafield, WI
Brian Behl
Financial Advisor
Founder and Financial Planner at
Behl Wealth Management
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Profile last updated: 05-08-2025
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