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 | — |