Brian Leben
Midwest Wealth Solutions LLC · Brookfield, Wisconsin
Brian Leben is a fee-only financial advisor at Midwest Wealth Solutions LLC in Brookfield, Wisconsin, who holds the CFP, CPA and CPA/PFS credentials. Midwest Wealth Solutions LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Midwest Wealth Solutions LLC |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.1M across 137 accounts |
| Credentials | CFP · CPA · CPA/PFS · MBA · PFS |
| SEC registration | Investment adviser representative in WI · CRD 6776137 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | midwestwealthsolutions.com |
| Profile |
How Brian's firm compares
- Midwest Wealth Solutions LLC's average account is about $212,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Brian
Is Brian Leben a fee-only financial advisor?
Yes. Brian Leben is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.
How does Brian charge for financial advice?
Brian's firm, Midwest Wealth Solutions LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Leben based?
Brian Leben is based in Brookfield, Wisconsin.
What credentials does Brian Leben hold?
Brian Leben holds the CFP, CPA, CPA/PFS, MBA and PFS credentials.
Is Brian Leben registered with the SEC?
Yes. Brian Leben is registered as an investment adviser representative in WI (CRD 6776137), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Midwest Wealth Solutions LLC manage?
Midwest Wealth Solutions LLC reports $29.1M across 137 accounts in assets under management.
How do I contact Brian Leben?
Through Brian's website, midwestwealthsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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