Brian Behl resumes & CV records
Resumes
Founder And Financial Planner
Location:
806 Jamesway Dr, Watertown, WI 53098
Industry:
Financial Services
Work:
Behl Wealth Management
Founder and Financial Planner Lake Country Wealth Management Dec 2009 - May 2015
Financial Planner Bronfman Rothschild Dec 2009 - May 2015
Wealth Advisor Citizens Bank - Michigan, Ohio and Wisconsin Jun 2008 - Dec 2009
Financial Consultant Edward Jones Sep 1, 2006 - Dec 1, 2007
Financial Advisor Waterstone Bank Oct 2003 - Sep 2006
Mortgage Loan Processor
Founder and Financial Planner Lake Country Wealth Management Dec 2009 - May 2015
Financial Planner Bronfman Rothschild Dec 2009 - May 2015
Wealth Advisor Citizens Bank - Michigan, Ohio and Wisconsin Jun 2008 - Dec 2009
Financial Consultant Edward Jones Sep 1, 2006 - Dec 1, 2007
Financial Advisor Waterstone Bank Oct 2003 - Sep 2006
Mortgage Loan Processor
Education:
Boston University 2014 - 2019
Boston University 2011 - 2012
Carroll College 2002 - 2006
Watertown High School 1998 - 2002
Boston University 2011 - 2012
Carroll College 2002 - 2006
Watertown High School 1998 - 2002
Skills:
Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial Planning, Investment Advisory, Wealth Management, Investments, 401K, Estate Planning, Variable Annuities, Wealth Accumulation, Roth Ira, Etfs, Iras, Financial Planners, Wealth Management Services, Investment Strategies, Securities, Financial Planning, Budgeting, Ira Rollovers, Annuities, Retirement Income Strategies, Benefits, Insurance, Risk Management, Asset Allocation, Asset Managment, Financial Advisory, Financial Analysis, Series 7, 401K Rollovers, Cfp, Certified Financial Planner, Chartered Retirement Planning Counselor, Series 66, Certified Divorce Financial Analyst, High Net Worth Individuals, Personal Financial Planning, Holistic Financial Planning, Independent Financial Advice
Interests:
Golf
Travel
Waterskiing
Travel
Waterskiing
Financial Consultant At Investment Center At Citizens Bank
Position:
Financial Consultant at Investment Center at Citizens Bank
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work:
Investment Center at Citizens Bank
Financial Consultant
Financial Consultant