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James Daniel Greenwood

MBE WEALTH MANAGEMENT, LLC·TOMAH, Wisconsin
Clean recordMBE WEALTH MANAGEMENT, LLC
200 W. WARREN ST., TOMAH, WI 54660CRD# 1921310Firm CRD# 165516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Daniel Greenwood · TOMAH, WI
Registration
CRD #1921310 · MBE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Daniel Greenwood is a registered financial advisor based in TOMAH, Wisconsin, affiliated with MBE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MBE WEALTH MANAGEMENT, LLC
MBE WEALTH MANAGEMENT, LLC
AUM
$725M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MBE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1921310
Firm CRD# 165516
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Daniel Greenwood offer?
James Daniel Greenwood specializes in Financial Planning, Investment Management. Contact their office in TOMAH, Wisconsin for a consultation.
What are James Daniel Greenwood's credentials?
James Daniel Greenwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Greenwood located?
James Daniel Greenwood is based in TOMAH, Wisconsin, working with MBE WEALTH MANAGEMENT, LLC. Their office serves clients in the TOMAH metropolitan area and surrounding communities.
How does James Daniel Greenwood charge for services?
James Daniel Greenwood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MBE WEALTH MANAGEMENT, LLC?
MBE WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $725M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MBE WEALTH MANAGEMENT, LLC

Brent Douglas Brinker
TOMAH, WI
Frank Vinopal
TOMAH, WI
Morgan Klemm
TOMAH, WI
Timothy Brian Moy
TOMAH, WI
Jacob Adam Krueger
TOMAH, WI
Joseph Lee Berry
TOMAH, WI

More Advisors in TOMAH, Wisconsin

Michael Brandon Pruitt
MBE WEALTH MANAGEMENT, LLC·TOMAH, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
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Research
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