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William Daniel Garver

LEIBMAN FINANCIAL SERVCES, INC.·LOUISVILLE, Nebraska
SIE, Series 7TO, Series 66Clean record4 years registeredLEIBMAN FINANCIAL SERVCES, INC.
228 MAIN STREET, LOUISVILLE, NE 68037CRD# 6921795Firm CRD# 323120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Daniel Garver · LOUISVILLE, NE
Registration
CRD #6921795 · LEIBMAN FINANCIAL SERVCES, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

LEIBMAN FINANCIAL SERVCES, INC.
Dec 2022 – present
LPL FINANCIAL LLC
Aug 2022 – Feb 2023
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · August 4, 2022
Years registered · 4
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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05

Frequently Asked Questions

What services does William Daniel Garver offer?
William Daniel Garver specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Nebraska for a consultation.
What are William Daniel Garver's credentials?
William Daniel Garver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Daniel Garver located?
William Daniel Garver 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 William Daniel Garver charge for services?
William Daniel Garver'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
Caitlin Clair Leibman
LOUISVILLE, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
OMAHA (287)LINCOLN (90)LA VISTA (18)LAVISTA (12)GRAND ISLAND (8)NORTH PLATTE (7)NORFOLK (6)KEARNEY (5)SCOTTSBLUFF (5)HASTINGS (4)
City Guides
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Research
Advisor Fees in NebraskaNational Fee Analysis
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