Mbe Wealth Management, LLC

Mbe Wealth Management, LLC (CRD# 165516) is a financial advisory firm headquartered in Tomah, WI. They manage $161,000,000 in 2,331 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    2,331
    ACCOUNTS
  • Average Account Value
    $69,069
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX, WI

Financial Advisors at Mbe Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Brent D. Brinker
CRD#: 5324627
200 W. Warren St., Tomah, WI 54660
93
Wealthminder
score

Brent Brinker (CRD# 5324627) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 10 years of experience in the finance industry.

2
James D. Greenwood
CRD#: 1921310
200 W. Warren St., Tomah, WI 54660
93
Wealthminder
score

James Greenwood (CRD# 1921310) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 28 years of experience in the finance industry.

3
Jacob A. Krueger
CRD#: 5493816
1136 E. Main St., Reedsburg, WI 53959
93
Wealthminder
score

Jacob Krueger (CRD# 5493816) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Reedsburg, WI and has over 9 years of experience in the finance industry.

4
Michael B. Pruitt
CRD#: 5249437
1015 W. Main Street, Sun Prairie, WI 53590
93
Wealthminder
score

Michael Pruitt (CRD# 5249437) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Sun Prairie, WI and has over 10 years of experience in the finance industry.

5
Timothy B. Moy
CRD#: 5988465
200 W. Warren St., Tomah, WI 54660
90
Wealthminder
score

Timothy Moy (CRD# 5988465) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 5 years of experience in the finance industry.

6
Joseph L. Berry
CRD#: 3051227
200 W. Warren St., Tomah, WI 54660
83
Wealthminder
score

Joseph Berry (CRD# 3051227) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 18 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.