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Caitlin Clair Leibman

LEIBMAN FINANCIAL SERVCES, INC.·LOUISVILLE, Nebraska
Clean recordLEIBMAN 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Caitlin Clair Leibman is a registered financial advisor based in LOUISVILLE, Nebraska, affiliated with LEIBMAN FINANCIAL SERVCES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEIBMAN FINANCIAL SERVCES, INC.
LEIBMAN FINANCIAL SERVCES, INC.
AUM
$122M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LEIBMAN FINANCIAL SERVCES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6933649
Firm CRD# 323120
View on FINRA BrokerCheck →

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05

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
William Daniel Garver
LOUISVILLE, NE
Gregory G Leibman
LOUISVILLE, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
OMAHA (429)LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)SCOTTSBLUFF (8)NORFOLK (6)KEARNEY (5)HASTINGS (4)
City Guides
OMAHA GuideLINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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