Brian Much has been Chief Executive Officer and Chief Compliance Officer of Stonehaven Wealth & Tax Solutions since August 2024, is a control person of the firm and directly owns 75% or more of it. Brian Much holds a Bachelor's degree in accounting from the University of Wisconsin Oshkosh.
Stonehaven Wealth & Tax Solutions, LLC is an Appleton, WI firm with $168M under management, 310 clients and 3 advisers in one office, as of its April 2026 filing.
Brian M. Much is CEO, Wealth & Tax Strategist of Stonehaven Wealth & Tax Solutions, LLC, based in Appleton, Wisconsin. He co-founded the firm with David Lee, who is retired. He joined the financial services industry in 1999 and offers clients tax and financial planning.
Brian Much’s longest registration was 15 years at Cambridge Investment Research Advisors, Inc. (2009–2024). Before joining Stonehaven Wealth & Tax Solutions in 2024, Brian Much was registered through Cambridge Investment Research Advisors, Inc. and Mutual Service Corporation.
- – present · 2 yearsAppleton, WI · Adviser representative · Firm CRD 332731
- Cambridge Investment Research Advisors, Inc.– · 15 yearsAppleton, WI · Adviser representative · Firm CRD 134139
- Mutual Service Corporation– · under a yearAppleton, WI · Adviser representative · Firm CRD 4806
Professional designations
Listed by Stonehaven Wealth & Tax Solutions
- CPA/PFS
- Certified Management Accountant (CMA)
Investment adviser representative registrations
Brian Much is registered as an investment adviser representative in 2 states. The first approvals date from October 2024; the most recent is Texas, in October 2026.
- TexasSince 7 October 2026
- WisconsinSince 21 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 September 2012 |
| Series 66 | Uniform Combined State Law Examination | 18 October 2007 |
| Series 7 | General Securities Representative Examination | 2 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian M. Much
- CRD
- 5387890
- Firm
- Stonehaven Wealth & Tax Solutions · CRD 332731
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- 540 SOUTH WESTLAND DRIVE, Appleton, WI 54914
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehavenwealth.com
Where does Brian Much work?
Brian Much has been Chief Executive Officer and Chief Compliance Officer of Stonehaven Wealth & Tax Solutions, LLC since August 2024, and is a control person of the firm.
Is Brian Much a financial advisor?
Yes. Brian Much has a current investment-adviser registration in Texas and Wisconsin, through Stonehaven Wealth & Tax Solutions since October 2024.
How many years of experience does Brian Much have?
Brian Much has 19 years in the financial industry, since October 2007, across 3 adviser firms.
What exams has Brian Much passed?
Brian Much has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in October 2007. FINRA credited Brian Much with the SIE, which began in October 2018.
Where did Brian Much work before Stonehaven Wealth & Tax Solutions?
Before Stonehaven Wealth & Tax Solutions, Brian Much was registered through Mutual Service Corporation, January 2009 to August 2009.
Where is Brian Much based?
Brian Much’s registered office is in Appleton, WI.
Is Brian Much registered with FINRA?
No. Brian Much has no current broker registration.
How can I verify Brian Much’s record?
Search CRD 5387890 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Much’s full registration record.