Mjb Financial Planning

Mjb Financial Planning (CRD# 141373) is a financial advisory firm headquartered in Lincoln, NE. They manage $45,502,198 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1520 S. 70th Street, Suite 104, Lincoln, NE 68506
https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/c88ce236-9c4a-467a-a26a-695c375beba4
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $350,017
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Mjb Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Buckwalter, financial advisor Lincoln NE
Matthew J. Buckwalter
CRD#: 5197822
1520 S. 70th Street, Suite 104, Lincoln, NE 68506

Matthew Buckwalter (CRD# 5197822) is an Investment Advisor Representative working at Mjb Financial Planning in Lincoln, NE and has over 17 years 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.

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