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Bryan Robert Huhn

Investment adviser representative at Sowell Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Sowell ManagementJun 2025 to now
  2. Reflective Wealth Planning, LLCJan 2022 to now
  3. Boston UniversitySep 2020 to Jan 2022
  4. Fisher InvestmentsJul 2018 to Aug 2020
  5. Hennion & WalshJul 2014 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (TX).

Sowell Management

Legal name: Sowell Financial Services, LLC

$4.8BAssets managed
6,624Clients
102Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5009987
Firm CRD
127145
Advisor's SEC record (opens in a new tab)
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