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Eric Alan Brown

Advisor at LPL Financial — Richfield, WI

Updated today

Credentials

Series 66, Series 63

Experience

30 years

Location

Richfield, WI

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Eric Brown is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Investment Centers of America, Richardson Capital Management, and The Mutual Fund Store. Brown serves as a local school board member in Germantown, Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Richfield, WI

Richfield WI

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

30 years of industry experience

LPL Financial

2017 - Present • 9 years

Richfield, WI

Investment Centers of America, Inc.

2014 - 2017 • 3 years

Grafton, WI

Richardson Capital Management, LLC

2012 - 2014 • 2 years

Menomonee Falls, WI

Annex Wealth Management, LLC

2011 - 2012 • 1 year

Brookfield, WI

The Mutual Fund Store

2006 - 2011 • 5 years

Waukesha, WI

Valic Financial Advisors

2005 - 2006 • 1 year

Chicago, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew P

CFP®

Delafield, WI

Behl Wealth Management

Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

General retirement planning Retirement income strategy General tax planning Roth conversion strategy Founder/Business Owner Retired Approaching retirement Retired

Brian B

CFP®, CRPC®

Delafield, WI

Behl Wealth Management

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Wealth management General retirement planning General tax planning Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Retired Baby Boomers (Born 1946-1964) Approaching retirement Retired Gen X (Born 1965-1980)
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Nkozi K

Series 63, Series 66, Series 24, Series 7

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Business ownership considerations Doctor or Medical Professional Self-Employed Educators, Teachers, and Academics Military & Veterans
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Brian S

ChFC®, Series 63, Series 66

Hartland, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Wealth management
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Luke L

CFA®

Mequon, WI

Founder360â° Family Office

Luke La Manna is a CFA® charterholder with two years of industry experience. He is currently with Founder360° Family Office, an independent firm he joined in 2025, following prior roles at Cottage Row Partners and Reinhart Partners, Inc. Outside of finance, he has worked in the dental industry at Lakeshore Family Dentistry for nine years. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family office services, discretionary investment management, and an automated business planning platform, combining fundamental analysis with modern portfolio principles and providing tailored pricing options.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
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Benjamin V

Series 65

Brookfield, WI

Telos Financial Services, LLC

Benjamin Verhulst is a financial advisor at Telos Financial Services, LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at Affiliated Advisors, Inc. and Charter Capital Management, Inc., as well as work at Calvin University and the Milwaukee County District Attorney's Office. Telos Financial Services, LLC is a fee-only registered investment adviser serving individuals, high net worth individuals, trusts, and estates. The firm offers coordinated investment advisory and financial planning services alongside tax planning and preparation through an affiliated accounting practice, focusing on discretionary portfolio management using a blend of passive and active investment strategies.

Retirement income strategy Social Security optimization General tax planning Charitable giving & philanthropy Income planning
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