Mbe Wealth Management, LLC

Investment Advisor
in Reedsburg, WI

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About this Advisor

Baylee Shifflet is a financial advisor based out of Reedsburg, Wisconsin with 2 years of industry experience. Shifflet works at Mbe Wealth Management, LLC. Over the course of their career, they have held roles at Mbe Wealth Management, LLC, University Of Wisconsin-Madison, Wealthspire Advisors, Wisconsin Riverside Resort, High School and Middle School. Shifflet maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Wisconsin. Mbe Wealth Management, LLC is a financial advisory business operating out of Tomah, WI. The investment advisory business has offices in four locations and a total of 12 people on staff. It oversees $450 million in total assets among its 4,085 client accounts, making it one of the larger firms in the nation by assets under management. Of its 4,085 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in investable assets. Mbe Wealth Management, LLC offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which services are provided. However, fee types billed by Mbe Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1136 East Main St.
Reedsburg, WI 53959

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Mbe Wealth Management, LLC Brokerage Details

Total Assets Under Management


WI Average: $2,826,565,184
Total Number of Employees


WI Average: 43
Total Number of Accounts


WI Average: 1,898
Average Account Size


WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Baylee Shifflet Work History

Baylee has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mbe Wealth Management, LLC

2018 - Present (6 years)

University Of Wisconsin-Madison

2017 - Present (7 years)

University Of Wisconsin-Madison

2020 - 2020 (< 1 year)

Wealthspire Advisors

2015 - 2020 (5 years)

Wisconsin Riverside Resort

2013 - 2017 (4 years)

High School

2010 - 2013 (3 years)

Middle School

*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.


Please visit the SEC profile of Baylee Shifflet 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 Mbe Wealth Management, LLC

Griffin Kalepp
Baraboo, WI
Jacob Krueger
Reedsburg, WI
Joseph Berry
Tomah, WI
Brent Brinker
Tomah, WI
Michael Pruitt
Sun Prairie, WI
Jason Henrich
Tomah, WI
Baylee Shifflet
Reedsburg, WI
Austin Lins
Baraboo, WI

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

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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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