Profile

Brian Leben

Midwest Wealth Solutions LLC

Contact Details

Midwest Wealth Solutions LLC
Brookfield, WI
Business Phone: (414) 777-0700

Professional Associations

FPA
2018 - Present

NAPFA
2018 - Present

WI FPA
2018 - Present

XYPN
2018 - Present

AICPA
2011 - Present

WICPA
2011 - Present

Certifications

  • CFP®
  • CPA
  • CPA/PFS
  • MBA

Interests/Expertise

  • Cash Flow and Budgeting
  • Charitable Giving
  • College and Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Financial Psychology and/or Coaching
  • Goal Setting
  • High Net Worth Individuals
  • Insurance
  • Investment Advice
  • Investment Management - Ongoing
  • Investments - Active
  • Investments - Passive
  • Medical Professionals
  • Professional Athletes and/or Entertainers
  • Real Estate Investements
  • Retirement Plan Investment
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Primary Custodian

  • Schwab Institutional

Special Interests

  • Athletes / Entertainers
  • Business Owners
  • Corporate Executives
  • Families
  • Medical Professionals
  • Retirees