MBE WEALTH MANAGEMENT, LLC

TOMAH, Wisconsin·8 registered advisors·CRD# 165516
SEC# 801-1107725608-372-5521
01

Firm Overview

AUM
$725M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MBE WEALTH MANAGEMENT, LLC

8 registered advisors
Brent Douglas Brinker
TOMAH, Wisconsin
Frank Vinopal
TOMAH, Wisconsin
Jacob Adam Krueger
TOMAH, Wisconsin
James Daniel Greenwood
TOMAH, Wisconsin
Joseph Lee Berry
TOMAH, Wisconsin
Michael Brandon Pruitt
TOMAH, Wisconsin
Morgan Klemm
TOMAH, Wisconsin
Timothy Brian Moy
TOMAH, Wisconsin
05

Office Locations

TOMAH, Wisconsin
8 advisors

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Data sourced from SEC Form ADV filings. MBE WEALTH MANAGEMENT, LLC (CRD# 165516) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.