Brian  Leben,  CFP<sup>&reg;</sup> - Financial Advisor

Brian Leben, CFP®

Midwest Wealth Solutions LLC

19575 Janacek Ct, 19575 Janacek Ct
Brookfield, WI 53045-7101
FINANCIAL ADVISOR'S WEBSITE
(414) 777-0700

General

Brian Leben is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Midwest Wealth Solutions LLC in Brookfield, WI and the surrounding communities.

Financial Advisor Overview

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The Midwest Advantage - Small Firm. Wide range of services. Our clients benefit from quality, personalized service that is second to none. Financial success does not happen overnight, it cultivates through careful planning. Working closely with you and understanding our needs will help us map a strategy to plan for that sucess. We will assist you with all of your financial planning and wealth management needs while offering you high quality professional services at affordable prices. Our goal is to help clients maintain financial viability in the near term while taking a proactive approach to accomplish future objectives. Midwest Wealth Solutions is dedicated to meeting those goals with high standards of excellence and professionalism.

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Financial Advisor Experience

I have over 10+ years of investing experience. I am a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and a Personal Financial Specialist (PFS). A main advantage of working with me is that I can advise you on investing, taxes, and various other financial planning aspects.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CCFC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Bankruptcy, Business Taxes, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources