Gregory
Leibman

Leibman Financial Servces, Inc

CRD#5753261
Investment Advisor
in Louisville, NE

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About this Advisor

Gregory Leibman is a financial advisor based in Louisville, Nebraska, working with Leibman Financial Services, Inc. Gregory has previously held positions at Lpl Financial and Leibman Financial Services, Inc. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska. Currently, Gregory is part of Leibman Financial Services, Inc, which operates out of Louisville, Nebraska. The firm has 4 employees and manages assets totaling $121.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Leibman Financial Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

228 Main Street
Louisville, NE 68037

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Leibman Financial Servces, Inc Brokerage Details

Total Assets Under Management

$121,904,840

NE Average: $1,978,216,465
Total Number of Employees

4

NE Average: 226
Total Number of Accounts

436

NE Average: 7,467
Average Account Size

$279,598

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Gregory Leibman Work History

2023 - Present (1 year)

Leibman Financial Services, Inc

2010 - Present (14 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Gregory Leibman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leibman Financial Servces, Inc

Caitlin Leibman
Louisville, NE
William Garver
Louisville, NE
Gregory Leibman
Louisville, NE
Mark Leibman
Louisville, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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