Brian Leben is a CFP, PFS-designated registered investment advisor at Midwest Wealth Solutions LLC, based in Brookfield, WI, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 6 more. Their firm serves 45 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. When an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside Manager’s fee, and Midwest Wealth Solutions' advisory fee. The above fee schedule does include the Outside Manager’s fee.
Fee Estimator
Contact
Brian Leben
Location
19575 Janacek Ct 104, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is an accountant, CPA, and owner of multiple companies including Leben CPA LLC, O & Z Accounting LLC, O & Z Eye Care LLC, O & Z Holdings LLC, and O & Z Ventures LLC. He dedicates minimal time to O & Z Ventures LLC, a holding company for commercial real estate.
Employment History
Current Registrations
Midwest Wealth Solutions LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
The Midwest Advantage - Small Firm. Wide range of services.