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Leibman Financial Servces, Inc.

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Client assets under management

$172,552,517

Clients

270

25% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

68

Typical

Average account size

$639,083

About

Leibman Financial Services provides investment advisory and planning services to individuals (including high-net-worth clients), trusts, estates, and business entities, offering discretionary and non‑discretionary asset management, a portfolio monitoring service, written financial plans, and management of donor-advised funds. The firm delivers advice and implementation through licensed investment adviser representatives and works with custodians to hold client assets in separately titled accounts.

Investment approach centers on a value-oriented, long-term strategy with tactical asset-allocation flexibility and fundamental analysis, emphasizing individual securities and periodic rebalancing. The firm conducts household-level management when appropriate, allows clients to impose investment restrictions, and reviews managed accounts regularly.

Distinctive aspects include participation in wrap-fee programs, a feature that is uncommon among comparable team firms, and providing active management for donor-advised funds through a specific DAF administrator, arrangements the brochure discloses can create conflicts of interest and are addressed by an impartial conduct standard and periodic review. The advisory team is small and recently registered at the federal level, and its representatives are also registered with LPL Financial, a dual role the firm identifies as relevant to custody and execution choices.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Percentage

$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%

Commissions

Representatives may earn commissions through brokerage services via LPL Financial LLC

Other

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

Main office location

Leibman Financial Servces, Inc.

228 Main Street

Louisville NE 68037, United States

Number of offices

1

Most active in

Colorado · Florida · Illinois · Iowa · Kansas · Missouri · Nebraska · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

William G

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.

Wealth management
user avatar

Gregory L

Series 63, Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.

Wealth management
user avatar

Mark L

ChFC®, Series 63

Louisville, NE

Leibman Financial Servces, Inc.

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.

Wealth management
user avatar

Caitlin L

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with 6 years at the firm and 8 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering active management and household-level account oversight.

Wealth management
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