Home
›
Firms
›
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
STONEHAVEN WEALTH & TAX SOLUTIONS
APPLETON, Wisconsin
·
1 registered advisor
·
CRD# 332731
SEC# 801-131172
0
920-882-0427
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
1 registered advisor
Brian M. Much
APPLETON, Wisconsin
CRD# 5387890
05
Office Locations
APPLETON, Wisconsin
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. STONEHAVEN WEALTH & TAX SOLUTIONS, LLC (CRD# 332731) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.