Mark Leibman
Advisor at Leibman Financial Servces, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Leibman Financial Servces, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Louisville, NE 68037
Credentials
ChFC®, Series 63
Industry experience
41 years
Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.
$0 - $250,000: 1.500% $250,001 - $1,000,000: 1.250% $1,000,001 - $2,000,000: 1.100% $2,000,001 - $4,000,000: 1.000% $4,000,001 - $8,000,000: 0.900% $8,000,001+: 0.800%
Representatives may earn commissions through brokerage services via LPL Financial LLC
Fee-only: Asset Management Program fees based on tiered annual percentage rates; Portfolio Monitoring Program at 0.25% annually; Donor Advised Fund Program at 0.90% annually
228 Main Street
Louisville, NE 68037
Nebraska · Texas
Leibman Financial Services
2022 - Present (4 years)
Linsco/Private Ledger Corp.
1994 - Present (32 years)
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