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MBE Wealth Management, LLC

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Total assets under management

$859,645,230

More info

Total clients

2,458

6% high-net worth

Total advisors

10

of 17 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

246

Average account size

$349,734

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fixed fees range from $500 to $2500 per engagement.

Percentage

Up to 1.50% annually (negotiable based on factors including complexity, asset level, and relationship)

Commissions

Insurance commissions earned separately and in addition to advisory fees; no commissions on managed assets.

Project-based

Financial planning services hourly fees range from $100 to $300 per hour.

Other

Fee-only: Financial planning fees: hourly $100-$300/hour; fixed $500-$2500 per engagement; Investment management fees up to 1.50% annually; Retirement plan advisory fees up to 0.75% annually; Financial institution consulting fees 0.65% annually.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

MBE Wealth Management, LLC

200 W. Warren St.

Tomah WI 54660, United States

Number of offices

8

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 608-372-5521

Advisors at this firm

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Austin L

Series 65

Tomah, WI

MBE Wealth Management, LLC
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Michael P

CFP®, Series 66

Sun Prairie, WI

MBE Wealth Management, LLC
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Baylee S

CFP®, Series 65

Reedsburg, WI

MBE Wealth Management, LLC
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Joseph B

Series 63, Series 65, Series 66

Tomah, WI

MBE Wealth Management, LLC
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Chadwick G

Series 65

Tomah, WI

MBE Wealth Management, LLC
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Jacob K

CFP®, Series 66

Tomah, WI

MBE Wealth Management, LLC
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Troy H

PFS™, Series 63, Series 65

Scottsbluff, NE

MBE Wealth Management, LLC
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Jason H

CFP®, Series 66

Tomah, WI

MBE Wealth Management, LLC
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Timothy M

Series 66

Baraboo, WI

MBE Wealth Management, LLC
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Calvin P

Series 65

Baraboo, WI

MBE Wealth Management, LLC
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Brent B

Series 66

Baraboo, WI

MBE Wealth Management, LLC
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