William
Garver

Leibman Financial Servces, Inc

CRD#6921795
Investment Advisor
in Louisville, NE

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About this Advisor

William Garver is a financial advisor based in Louisville, Nebraska who has 1 year of industry experience. Garver is currently employed by Leibman Financial Servces, Inc. During their career, the advisor has held roles at 228Main.Com, Doane University, University Of Nebraska - Lincoln, Lpl Financial and Leibman Financial Services. Garver maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. Leibman Financial Servces, Inc is a business that has its headquarters in Louisville, NE. It has $114 million in assets among its 355 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 355 customer accounts, 20% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules depend on the type of services provided. However, fees charged by Leibman Financial Servces, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$113,566,827

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

4

NE Average: 226
Total Number of Accounts

355

NE Average: 7,467
Average Account Size

$319,907

NE Average: $264,928

Investment Advisory Services

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

William Garver Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Leibman Financial Services

2022 - 2022 (< 1 year)

228Main.Com

2020 - 2022 (2 years)

228Main.Com

2018 - 2020 (2 years)

228Main.Com

2014 - 2020 (6 years)

Doane University

2011 - 2013 (2 years)

University Of Nebraska - Lincoln

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Garver 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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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