Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 727 near 53149
Out of 400,000+ nationwide
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.
Adam S
Series 66
Waukesha, WI
Edward Jones
Scott H
Series 63
Mukwonago, WI
Edward Jones
Jeffrey B
Series 66
Elm Grove, WI
Edward Jones
David S
Series 66
Dousman, WI
Edward Jones
Paul Z
Series 63, Series 65, Series 66
Waukesha, WI
Edward Jones
Susy S
CFP®, Series 66
Waukesha, WI
Edward Jones
Conner C
CFP®, Series 66
New Berlin, WI
Edward Jones
Daniel M
Series 66
Muskego, WI
Edward Jones
Katie O
Series 66
Muskego, WI
Edward Jones
Finding advisors...
Top 30 financial advisors of 727 near 53149
Out of 400,000+ nationwide