MJB FINANCIAL PLANNING

MJB FINANCIAL PLANNING of LINCOLN, NE is an SEC-registered investment adviser (CRD 141373). Regulatory assets under management: $60.2M.

Registration

• CRD: 141373
• Type: Registered investment adviser
• Location: 1520 S. 70TH STREET, LINCOLN, NE, 68506
• Phone: 402-413-1097
• Latest filing: 2026-03-10
• Regulatory AUM: $60.2M
• Discretionary AUM: $60.2M
• Clients: 2
• Accounts: 120

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141373 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search