Noah
Behrman

49 Financial

CRD#6925785
Investment Advisor
in Rogers, AR

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About this Advisor

Noah Behrman is a financial advisor operating in Rogers, Arkansas. Behrman is currently employed by 49 Financial. During their career, Behrman has held roles at Nanny, Tapingo, The Grounds At Garden Living, Advocates For Community Transformation, Pathway Baptist Church, Chick Fil A, University Of Arkansas, Grace Classical Academy, Axa Advisors, LLC, Purshe Kaplan Sterling Investments, Homemaker, Thrivent Advisor Network, LLC, Thrivent Advisor Network and 49 Wealth Management LLC. Behrman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arkansas. 49 Financial is an advisory business based in Austin, TX. It oversees $231 million in assets across its 2,262 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,262 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets. 49 Financial provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on which service is provided. However, fee types charged by 49 Financial can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5001 W Founders Way Suite 100
Rogers, AR 72758

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49 Financial Brokerage Details

Total Assets Under Management

$230,561,939

AR Average: $3,042,739,679
Total Number of Employees

55

AR Average: 49
Total Number of Accounts

2,262

AR Average: 2,315
Average Account Size

$101,928

AR Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Noah Behrman Work History

Noah has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

49 Wealth Management LLC

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2021 - 2022 (1 year)

Thrivent Advisor Network

2020 - 2021 (1 year)

Thrivent Advisor Network, LLC

2018 - 2018 (< 1 year)

Pathway Baptist Church

2018 - 2019 (1 year)

Axa Advisors, LLC

2018 - 2018 (< 1 year)

Homemaker

2017 - 2017 (< 1 year)

Advocates For Community Transformation

2016 - 2016 (< 1 year)

Nanny

2016 - 2017 (1 year)

The Grounds At Garden Living

2015 - 2015 (< 1 year)

Nanny

2015 - 2016 (1 year)

Tapingo

2015 - 2018 (3 years)

University Of Arkansas

2012 - 2015 (3 years)

Chick Fil A

2008 - 2015 (7 years)

Grace Classical Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Noah Behrman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at 49 Financial

Nicholas Bishop
Austin, TX
Brandon Lanz
Dallas, TX
Derrick Catherman
Charlotte, NC
Chase Bertrand
Austin, TX
Stephen Davis
Austin, TX
Alexandra Eaton
Austin, TX
Grant Boren
Austin, TX
David Farrell
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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