Brian Andrew Luhman

Current Employers

Employment History

• 03/2016 → 07/2018
  The Vanguard Group Inc.
  Malvern, PA
• 01/2020 → Present
  Luhman Consulting Llc
  Malvern, PA
• 12/2020 → 02/2021
  Rtd Financial
  Philadelphia, PA
• 12/2021 → 08/2025
  Pitcairn Trust Company
  Conshohocken, PA
• 07/2018 → 12/2020
  Unemployed
  Malvern, PA
• 02/2021 → 12/2021
  Luhman Consulting Llc
  Malvern, PA
• 10/2025 → Present
  Brian Luhman Financial Planning Llc Dba Luhman Wealth Partners
  Irvine, CA

Other Businesses

the name of the other business; Luhman Consulting LLC whether the business is investment-related; Not Investment Related the address of the other business; 125 Margaret Ln Malvern PA 19355 the nature of the other business; Business Consulting your position; title, or relationship with the other business; Owner / Consultant the start date of your relationship; 01/2020 the approximate number of hours/month you devote to the other business; 30 hours a month or 17% a month the number of hours you devote to the other business during securities trading hours; 30 hours a month or 17% a month and briefly describe your duties relating to the other business; Business and management consulting services to clients. Luhman Consulting assists businesses with evaluating and implementing technology solutions, improving operational workflows, organizing business data and reporting systems, and supporting internal process improvements. Services may include guidance on software selection, systems implementation, workflow design, and project management related to operational infrastructure and technology adoption.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-16
• S63 Uniform Securities Agent State Law Examination
  2016-06-30

Designations

Other Names

• Brian Luhman