TrueAdvisor
TrueAdvisor
BH
BH

Bryan Robert Huhn

Sowell Management
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Sowell Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
6,572 clients
Average Client Portfolio
$644K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K

Location

Dallas, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sowell Management
June 2025 - Present · 8 mos
Reflective Wealth Planning, LLC
February 2022 - Present · 4 yrs
Previous Registrations
Fisher Investments
July 2018 - September 2020 · 2 yrs 2 mos
Hennion & Walsh Asset Management, INC.
June 2016 - August 2018 · 2 yrs 2 mos
Hennion & Walsh, INC.Broker
July 2014 - August 2018 · 4 yrs 1 mo
Advisors Asset Management, INC.
April 2011 - August 2014 · 3 yrs 4 mos
Advisors Asset Management, INC.Broker
February 2011 - August 2014 · 3 yrs 6 mos
Guggenheim Funds Distributors, INC.Broker
March 2007 - February 2011 · 3 yrs 11 mos
Claymore Advisors, LLC
March 2007 - November 2008 · 1 yr 8 mos
Ameriprise Financial Services, INC.
January 2006 - March 2007 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
January 2006 - March 2007 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.