Mbe Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

165516

SEC number

801-110772

Firm type

RIA

Assets under management

$977.1M as of Feb 4, 2026

Website

www.linkedin.com/company/mbe-wealth-management-llc ↗

Phone

608-372-5521

Address

200 W. Warren St., Tomah, WI, 54660

Advisors at this firm

13 in our index · page 1 of 1

• Joseph Lee BerryCRD 3051227 · Tomah, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brent Douglas BrinkerCRD 5324627 · Baraboo, WI
  IA RegisteredRegistration inactive
• Chadwick Foster GaffneyCRD 6955866 · Sun Prairie, WI
  IA Registered
• Jason Paul HenrichCRD 4853414 · Wausau, WI
  IA RegisteredRegistration inactive
• Troy Lee HilyardCRD 4550283 · Scottsbluff, NE
  IA Registered
• Jacob Adam KruegerCRD 5493816 · Reedsburg, WI
  IA RegisteredRegistration inactive
• Austin Timothy LinsCRD 7127928 · Sauk City, WI
  IA Registered
• Timothy Brian MoyCRD 5988465 · Baraboo, WI
  IA RegisteredRegistration inactive
• Mitchell MonsonCRD 4425228 · Chandler, AZ
  IA Registered
• Michael Brandon PruittCRD 5249437 · Sun Prairie, WI
  IA RegisteredRegistration inactive
• Calvin David PetersonCRD 7993379 · Baraboo, WI
  IA Registered
• Justin Mitchell PhilippCRD 8181869 · Baraboo, WI
  IA Registered
• Baylee Ann ShiffletCRD 7363807 · Reedsburg, WI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.