Defrehn Consulting

Overview

Defrehn Consulting is a small, individually owned advisory practice operating as a sole proprietorship and registered in a broker-dealer/insurance capacity. The firm focuses on individual and family clients and combines registered representative and insurance-broker activities with advisory work that includes financial planning, portfolio management for individuals and small businesses, and pension consulting services (the ADV lists pension consulting as an offered service even though the snapshot flags the firm is not separately classified as a pension consultant). Its compensation options include percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and it reports that it does not position itself as an ESG investor. Day-to-day activities blend broker-dealer distribution and insurance intermediation with advisory engagements. That mix suggests client engagements often straddle transaction-based product sales and ongoing planning or portfolio oversight, with the firm retaining responsibility for non-discretionary relationships rather than broad portfolio discretion for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives