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Advisors near 53072
Out of 400,000+ nationwide
Eugene S
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Brian S
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Matthew B
Series 65
Glendale, WI
Erenda Capital
Erik K
CFP®
Milwaukee, WI
Hilltop Financial Advisors
Mark C
Series 63, Series 65, Series 66
Glendale, WI
Crawford Asset Management, LLC
Todd M
Series 66
West Allis, WI
Navigant Consulting
Robert S
Series 65
New Berlin, WI
Sperka Investment Management, LLC
Frederick S
Series 65, Series 66
Brookfield, WI
Bultman Investment Management, Inc.
Justin D
Series 65
Waukesha, WI
Domo Capital Management, LLC
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Advisors near 53072
Out of 400,000+ nationwide