Brian J. Konop, CFP<sup>&reg;</sup> - Financial Advisor

Brian J. Konop, CFP®

Founder, Wealth Advisor

La Belle Vue Wealth Management &Partners

141 E Wisconsin Ave, Ste A
Oconomowoc, WI 53066-6833
FINANCIAL ADVISOR'S WEBSITE
(262) 315-2686 CONNECT WITH Brian
  • facebook link
  • linkedin link

General

Brian Konop is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at La Belle Vue Wealth Management &Partners in Oconomowoc, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: AZ,FL,MI,NC,NH,WI,VA
  • Health/disability insurance: AZ,FL,MI,NH,NC,VA,WI
  • Fixed annuities: AZ,FL,MI,NH,NC,VA,WI
  • Variable annuities: AZ,FL,MI,NH,NC,VA,WI

Broker-Dealer Affiliation

&Partners

Broker-Dealer Disclaimer

Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC. &Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning

More

Helpful Financial Planning Resources