LEIBMAN FINANCIAL SERVCES, INC.

228 Main Street
Louisville, Nebraska 68037
Tel: (402) 234-2337

About LEIBMAN FINANCIAL SERVCES, INC.

LEIBMAN FINANCIAL SERVCES, INC, formally registered with the SEC as LEIBMAN FINANCIAL SERVCES, INC. The firm was established in 12/01/2022. They have over 1 offices throughout the country.

LEIBMAN FINANCIAL SERVCES, INC. is a Louisville, Nebraska based Financial Planning firm with nearly $156,495,421 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323120
SEC#	801-126978
Assets Managed by Firm	$156,495,421
No. of Clients	504
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	504	$156,495,421
Individuals (other than high net worth individuals)	186	$47,424,125
High net worth individuals	65	$109,071,296

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