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
Mjb Financial Planning
By the Numbers
-
Total Assets Under Management46MILLION
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Total Number of Accounts130ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NE
Financial Advisors at Mjb Financial Planning
1
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.
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