James Greenwood, financial advisor Tomah WI
93 score

James Greenwood

CRD Number: 1921310
Current Firm: Mbe Wealth Management, LLC

James Greenwood (CRD# 1921310) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 29 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Baraboo, WI Oct 2012 - Current 5
Mbe Wealth Management LLC Baraboo, WI Oct 2012 - Current 5
Sii Investments Baraboo, WI Nov 2010 - Oct 2012 1
Greenwood Financial, LLC Baraboo, WI Jan 1989 - Oct 2012 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for James D. Greenwood
Phone Number: 608-372-5521
Firm Website: http://www.mbewealth.com
Registered State(s):
  • AZ
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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