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Brian M. Much

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC·APPLETON, Wisconsin
Unclaimed Profile
540 SOUTH WESTLAND DRIVE, APPLETON, WI 54914CRD# 5387890Firm CRD# 332731
01

About

Brian M. Much is a registered financial advisor based in APPLETON, Wisconsin, affiliated with STONEHAVEN WEALTH & TAX SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
STONEHAVEN WEALTH & TAX SOLUTIONS
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STONEHAVEN WEALTH & TAX SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5387890
Firm CRD# 332731
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian M. Much offer?
Brian M. Much specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in APPLETON, Wisconsin for a consultation.
What are Brian M. Much's credentials?
Brian M. Much is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian M. Much located?
Brian M. Much is based in APPLETON, Wisconsin, working with STONEHAVEN WEALTH & TAX SOLUTIONS, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.
How does Brian M. Much charge for services?
Brian M. Much's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEHAVEN WEALTH & TAX SOLUTIONS, LLC?
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in APPLETON
Debra Sumnicht — ISECTORS, LLCDavid Robert Jensen — AVAII WEALTH MANAGEMENT, LLCGreg Barber — SCHENCK INVESTMENT SOLUTIONS LLCMark Christopher Scheffler — THE APPLETON GROUP, LLCVernon Coffey Sumnicht — ISECTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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