Mjb Financial Planning
Mjb Financial Planning (CRD# 141373) is a financial advisory firm headquartered in Lincoln, NE. They manage $26,735,998 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$213,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Buckwalter (CRD# 5197822) is an Investment Advisor Representative working at Mjb Financial Planning in Lincoln, NE and has over 11 years of experience in the finance industry. Matthew Buckwalter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.