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Home > Retirement Planners > wisconsin > tomah > MBE WEALTH MANAGEMENT, LLC
MBE WEALTH MANAGEMENT, LLC
200 W. Warren St.
Tomah, Wisconsin 54660
Tel: 608-372-5521
About MBE WEALTH MANAGEMENT, LLC
MBE WEALTH MANAGEMENT, LLC, formally registered with the SEC as MBE WEALTH MANAGEMENT, LLC. The firm was established in 07/07/2017. They have over 9 offices throughout the country.
MBE WEALTH MANAGEMENT, LLC is a Tomah, Wisconsin based Financial Planning firm with nearly $859,645,230 assets under management, offering retirement planning & investment advisory services to 2530 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165516 |
| SEC# | 801-110772 |
| Assets Managed by Firm | $859,645,230 |
| No. of Clients | 2530 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2530 | $859,645,230 |
| Individuals (other than high net worth individuals) | 2313 | $355,096,019 |
| High net worth individuals | 145 | $273,519,949 |
| Pension and profit sharing plans | 68 | $212,718,861 |
| Charitable organizations | Fewer than 5 clients | $18,310,401 |
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