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Inactive

Andrew Scott Polzin

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 2023-02-17
  • WI RA
    APPROVED
    Since 2023-02-17

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
University Of Wisconsin- Athletics Madison WI 09/2018 05/2020
The Mosquito Guy Waukesha WI 05/2019 07/2021
Tranquilli Financial Advisor Clinton NJ 05/2021 05/2022
University Of Wisconsin- Madison Madison WI 08/2018 05/2022
N/A Pewaukee WI 07/2012 08/2018
Behl Wealth Management Delafield WI 05/2022 Present
  • 09/2018 → 05/2020
    University Of Wisconsin- Athletics
    Madison, WI
  • 05/2019 → 07/2021
    The Mosquito Guy
    Waukesha, WI
  • 05/2021 → 05/2022
    Tranquilli Financial Advisor
    Clinton, NJ
  • 08/2018 → 05/2022
    University Of Wisconsin- Madison
    Madison, WI
  • 07/2012 → 08/2018
    N/A
    Pewaukee, WI
  • 05/2022 → Present
    Behl Wealth Management
    Delafield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-17
  • S65 Uniform Investment Adviser Law Examination
    2023-02-17
Designations

View on SEC IAPD

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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

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