Brian Behl, CFP®, CRPC®, CDFA™

Brian Behl, CFP®, CRPC®, CDFA™
Advisor, Wealth Management
262.326.6086

Specific experience

  • Financial Planner at Lake Country Wealth Management
  • Financial Consultant at Investment Center at Citizens Bank
  • Financial Advisor at Edward Jones
  • Mortgage Loan Processor at Wauwatosa Savings Bank

Industry involvement

  • CFP® professional
  • Chartered Retirement Planning CounselorSM
  • Certified Divorce Financial Analyst®
  • Member, Waukesha County Estate Planning Council
  • Affiliate member, Collaborative Family Law Council of WI
  • Member, Institute for Divorce Financial Analysts
  • Member, Association of Divorce Financial Planners

Education

Carroll College

BS, Business Administration; emphasis in Finance; minor in Accounting

 

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.