Brian M. Much
Investment adviser representative at Stonehaven Wealth & Tax Solutions
24 yearsExperience
1 stateRegistered in
PFSDesignation
$168.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Stonehaven Wealth & Tax Solutions, LLCOct 2024 to now
- Stonehaven Real Estate, LLCJan 2017 to now
- Stonehaven Financial Services, LLCOct 2002 to now
- Cambridge Investment Research Advisors, Inc.Aug 2009 to Oct 2024
- Cambridge Investment Research, Inc.Aug 2009 to Oct 2024
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
Stonehaven Wealth & Tax Solutions
Legal name: Stonehaven Wealth & Tax Solutions, LLC
$168.2MAssets managed
310Clients
2Advisers
2 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
- 5387890
- Firm CRD
- 332731