MBE Wealth Management, LLC
Firm details
- Headquarters
- Tomah, Wisconsin
- CRD number
- 165516
- Registered since
- July 7, 2017
- Website
- mbewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER TRUST COMPANY, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI40.06%
- Individuals36.33%
- Pension & Profit Sharing Plans23.26%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MBE Wealth Management, LLC is an independent registered investment adviser, organized as an LLC and SEC-registered since 2017. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee arrangements include advisory fees based on a percentage of assets under management as well as hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor and maintains an affiliation with accounting professionals as part of its service ecosystem.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities38%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Joseph Berry
CEO and CCOCRD 3051227
Contacts
3 of 12
Calvin Peterson
Associate Financial AdvisorCRD 7993379
Jacob Krueger
Partner, Financial PlannerCRD 5493816
Chadwick Gaffney
Financial AdvisorCRD 6955866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$291M in ETFs
68%
$198M
28%
$93.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $34.8M | 47,304 | 11.95% |
Location
Tomah, WI
Monroe
Location
Tomah, WI
Headquartered in Tomah, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Monroe
- Address
- 200 W Warren St
- Time zone
- CT (UTC-6)
- Office locations
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