Behl Wealth Management
Behl Wealth Management is a fee-only firm based in Delafield, WI serving southeastern Wisconsin and people virtually across the United States. We serve as a Fiduciary Advisor meaning we always acts in our clients' best interests, and question why other advisors do not.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- KS
Kristopher Sharpe
Chief Compliance Officer & Director of Operations · Operations
EmailPhone - BB
Brian Behl
Founder and Financial Planner · Other
EmailPhone - AP
Andrew Polzin
Financial Planner · Finance & Accounting
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Behl Wealth Management
3 distinct titles indexed · top 3 shown.
- 1chief compliance officer & director of operations
- 1financial planner
- 1founder and financial planner
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