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Caitlin Clair Leibman

LEIBMAN FINANCIAL SERVCES, INC.·LOUISVILLE, Nebraska
SIE, Series 7TO, Series 66Clean record2 years registeredLEIBMAN FINANCIAL SERVCES, INC.
228 MAIN STREET, LOUISVILLE, NE 68037CRD# 6933649Firm CRD# 323120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Caitlin Clair Leibman · LOUISVILLE, NE
Registration
CRD #6933649 · LEIBMAN FINANCIAL SERVCES, INC. · 2 years registered
Brand Profile
Not yet started
01

Career History

LEIBMAN FINANCIAL SERVCES, INC.
Dec 2023 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · December 14, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEIBMAN FINANCIAL SERVCES, INC.
CRD 323120 · SEC 801-126978
AUM
$122M
Regulatory assets under management
Employees
4
436 client accounts
Services offered by LEIBMAN FINANCIAL SERVCES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEIBMAN FINANCIAL SERVCES, INC. →
Introduction

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Frequently Asked Questions

What services does Caitlin Clair Leibman offer?
Caitlin Clair Leibman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Nebraska for a consultation.
What are Caitlin Clair Leibman's credentials?
Caitlin Clair Leibman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caitlin Clair Leibman located?
Caitlin Clair Leibman is based in LOUISVILLE, Nebraska, working with LEIBMAN FINANCIAL SERVCES, INC.. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Caitlin Clair Leibman charge for services?
Caitlin Clair Leibman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEIBMAN FINANCIAL SERVCES, INC.?
LEIBMAN FINANCIAL SERVCES, INC. has approximately 4 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEIBMAN FINANCIAL SERVCES, INC.

Mark Edward Leibman
LOUISVILLE, NE
ChFC
Gregory G Leibman
LOUISVILLE, NE
William Daniel Garver
LOUISVILLE, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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