MBE WEALTH MANAGEMENT, LLC of TOMAH, WI is an SEC-registered investment adviser (CRD 165516). Regulatory assets under management: $977.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Joseph Lee Berry | CHIEF COMPLIANCE OFFICER/FINANCIAL ADVISOR; MANAGING MEMBER | — |
| Timothy Brian Moy | MANAGING MEMBER | — |
| Brent Douglas Brinker | MANAGING MEMBER | — |
| Jacob Adam Krueger | MANAGING MEMBER | — |
| Michael Brandon Pruitt | MANAGING MEMBER | — |
| Morgan Klemm | MANAGING MEMBER | — |
| Frank Vinopal | MANAGING MEMBER | — |
| GREENWOOD PETER DANIEL | FINANCIAL ADVISOR; MANAGING MEMBER; MEMBER | — |
| BERRY RANDY LEE | CHIEF COMPLIANCE OFFICER/FINANCIAL ADVISOR; CHIEF COMPLIANCE OFFICER/MEMBER; MANAGING MEMBER | — |
| MOY TIMOTHY BRIAN | MANAGING MEMBER; PARTNER | — |
| BRINKER BRENT DOUGLAS | FINANCIAL ADVISOR; MANAGING MEMBER; MEMBER | — |
| KRUEGER JACOB ADAM | FINANCIAL ADVISOR; MANAGING MEMBER; MEMBER | — |
| PRUITT MICHAEL BRANDON | FINANCIAL ADVISOR; MANAGING MEMBER | — |
| Klemm Morgan | MANAGING MEMBER | — |
| VINOPAL FRANK | MANAGING MEMBER | — |
| Jason Paul Henrich | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BARABOO | WI | 3 | 608-356-1000 |
| REEDSBURG | WI | 2 | 608-768-8540 |
| SUN PRAIRIE | WI | 2 | 608-478-2873 |
| WAUSAU | WI | 1 | 715-803-4243 |
| — | — | 1 | (608) 372-5521 |
| SAUK CITY | WI | 1 | (608) 581-3096 |
| CHANDLER | AZ | 1 | 480-480-1157 |