MBE Wealth Management, LLC, a local investment advisory firm based out of Tomah, WI, prides itself on its commitment to providing exceptional financial services to its clients. With over 2,390 individual clients and a staggering $449,615,000 in assets under management, MBE Wealth Management has established itself as a trusted partner in wealth management.
With five offices strategically located, MBE Wealth Management is accessible to clients across the region. They specialize in managing assets from employer 401Ks and individuals, boasting significant experience in this space. All of the assets they manage are done so with discretionary authority, ensuring a high level of trust and flexibility for their clients.
The firm's compensation structure is designed to meet the diverse needs of their clientele. They offer various types of fees, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows MBE Wealth Management to tailor their services to the specific requirements of each client.
Comprising a team of 12 highly skilled professionals, with eight dedicated to providing investment advisory services, MBE Wealth Management ensures that clients receive personalized attention and expertise. Each investment advisor manages an average of approximately $56,200,000 in assets, aligning with the industry average.
MBE Wealth Management takes pride in its longevity, with seasoned advisors such as Brent Brinker, Jacob Krueger, and Timothy Moy contributing their expertise to the firm. Their commitment to delivering exceptional financial guidance has earned them a reputation as a trusted partner in wealth management, helping clients achieve their financial goals and secure their financial future.