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Brian David Behl

Behl Wealth Management

Delafield, WI

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Current Employers
Behl Wealth Management

524 Milwaukee St Suite 325, Delafield, WI 53018 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-07-17
  • WI RA
    APPROVED
    Since 2019-07-17

Branch Locations

524 Milwaukee St Suite 325, Delafield, WI 53018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bronfman E.L. Rothschild Delafield WI 09/2015 12/2016
Belr Capital, Llc Delafield WI 10/2015 03/2019
Bronfman E.L. Rothschild Minneapolis MN 01/2017 03/2019
Behl Wealth Management, Llc Delafield WI 03/2019 Present
  • 09/2015 → 12/2016
    Bronfman E.L. Rothschild
    Delafield, WI
  • 10/2015 → 03/2019
    Belr Capital, Llc
    Delafield, WI
  • 01/2017 → 03/2019
    Bronfman E.L. Rothschild
    Minneapolis, MN
  • 03/2019 → Present
    Behl Wealth Management, Llc
    Delafield, WI
Previous Registrations
  • 2015-09-08 → 2019-03-21
    Wealthspire Advisors
    Delafield, WI
    Minneapolis, MN
  • 2010-01-06 → 2015-08-27
    Next Financial Group, Inc.
    Delafield, WI
  • 2014-04-17 → 2015-05-06
    Lake Country Wealth Management
    Delafield, WI
  • 2008-06-24 → 2010-01-05
    Lpl Financial Llc
    Jefferson, WI
    Charlotte, NC
    Jefferson, WI
    Brodhead, WI
    East Troy, WI
    Elkhorn, WI
    Menomonee Falls, WI
  • 2007-09-06 → 2007-12-12
    Edward Jones
    St Louis, MO
    Watertown, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-28
  • S66 Uniform Combined State Law Examination
    2006-10-28
Designations
Other Names
  • Brian Behl

View on SEC IAPD

Other Firms

WEALTHSPIRE ADVISORS
EDWARD JONES
RBC CAPITAL MARKETS, LLC
PRESCIENT CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
HARBOUR INVESTMENTS, INC.
PAVLIC INVESTMENT ADVISORS, INC.
CUSHING CAPITAL PARTNERS, LLC

Other Investors

BRION SCOTT COLLINS
JAY MORRIS FRANK
JULIETTE CHERIE WILLIAMS
Emily Perschbacher
Joshua Leonard Frank
John Michael Dobson
RAZIEL NOCHEMIA HECHT
MATTHEW KLEIMAN

Other Offices

WEALTHSPIRE ADVISORS · Delafield, WI
WEALTHSPIRE ADVISORS · Delafield, WI
EDWARD JONES · DELAFIELD, WI
RBC CAPITAL MARKETS, LLC · Delafield, WI
PRESCIENT CAPITAL MANAGEMENT, LLC · DELAFIELD, WI
J.P. MORGAN SECURITIES LLC · DELAFIELD, WI
HARBOUR INVESTMENTS, INC. · DELAFIELD, WI
PAVLIC INVESTMENT ADVISORS, INC. · DELAFIELD, WI

More in Delafield, WI

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