Hbe Wealth Management, LLC

Hbe Wealth Management, LLC (CRD# 128315) is a financial advisory firm headquartered in Lincoln, NE. They manage $163,734,382 in 538 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7140 Stephanie Lane, Lincoln, NE 68516
https://www.facebook.com/search/top/?q=hbe%20wealth%20management
By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $304,339
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, NE, TX

Financial Advisors at Hbe Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Scott Becker, financial advisor Lincoln NE
Scott A. Becker
CRD#: 5899207
7140 Stephanie Lane, Lincoln, NE 68516

Scott Becker (CRD# 5899207) is an Investment Advisor Representative working at Hbe Wealth Management, LLC in Lincoln, NE and has 1 year of experience in the finance industry.

2
Christopher Bedient, financial advisor Lincoln NE
Christopher M. Bedient
CRD#: 6445774
7140 Stephanie Lane, Lincoln, NE 68516

Christopher Bedient (CRD# 6445774) is an Investment Advisor Representative working at Hbe Wealth Management, LLC in Lincoln, NE and has over 9 years of experience in the finance industry.

3
Allison Becker, financial advisor Lincoln NE
Allison N. Becker
CRD#: 7580019
7140 Stephanie Lane, Lincoln, NE 68516

Allison Becker (CRD# 7580019) is an Investment Advisor Representative working at Hbe Wealth Management, LLC in Lincoln, NE and has 1 year of experience in the finance industry.

4
Sara Sweeney, financial advisor Lincoln NE
Sara J. Sweeney
CRD#: 7798763
7140 Stephanie Lane, Lincoln, NE 68516

Sara Sweeney (CRD# 7798763) is an Investment Advisor Representative working at Hbe Wealth Management, LLC in Lincoln, NE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals