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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