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Mark Edward Leibman

LEIBMAN FINANCIAL SERVCES, INC.·LOUISVILLE, Nebraska
SIE, Series 6, Series 7, Series 24, Series 63ChFCClean record27 years registeredLEIBMAN FINANCIAL SERVCES, INC.
228 MAIN STREET, LOUISVILLE, NE 68037CRD# 1239973Firm CRD# 323120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Edward Leibman · LOUISVILLE, NE
Registration
CRD #1239973 · LEIBMAN FINANCIAL SERVCES, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

LEIBMAN FINANCIAL SERVCES, INC.
Dec 2022 – present
LPL FINANCIAL LLC
Jul 1999 – Feb 2023
PALM HARBOR, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · July 26, 1999
Years registered · 27
Professional designation · ChFC
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. →
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Frequently Asked Questions

What services does Mark Edward Leibman offer?
Mark Edward Leibman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Nebraska for a consultation.
What are Mark Edward Leibman's credentials?
Mark Edward Leibman holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Edward Leibman located?
Mark Edward 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 Mark Edward Leibman charge for services?
Mark Edward 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.

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

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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