Behlke Financial

Overview

Behlke Financial operates as a sole proprietorship serving individual and family clients. The firm is owned and run by an individual principal and generates advisory fees on a percentage-of-AUM basis. It combines registered broker-dealer activity and insurance brokerage with advisory work: financial planning and discretionary portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives