Advisors at this firm
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.
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.
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.
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.