Mbe Wealth Management, LLC

Investment Advisor
in Tomah, WI

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About this Advisor

Timothy Moy is a financial advisor operating in Tomah, Wisconsin, with 11 years of industry experience. Moy is an employee of Mbe Wealth Management, LLC. The advisor has gained experience at Moy Borchert Erbs Assoc, Lpl Financial, LLC and Mbe Wealth Management LLC. Moy holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Mbe Wealth Management, LLC is an advisory firm that has its headquarters in Tomah, WI. It has offices in four locations and a total of 12 people on staff. It oversees $450 million in total assets between its 4,085 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 4,085 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. Mbe Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the services. However, fee types charged by Mbe Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

200 W. Warren St.
Tomah, WI 54660

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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

Timothy Moy Work History

Timothy has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Mbe Wealth Management LLC

2000 - Present (24 years)

Moy Borchert Erbs Assoc

2012 - 2018 (6 years)

Lpl Financial, LLC

*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 Timothy Moy 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
Joseph Berry
Tomah, WI
Jacob Krueger
Reedsburg, WI
Brent Brinker
Tomah, WI
Michael Pruitt
Sun Prairie, WI
Baylee Shifflet
Reedsburg, WI
Jason Henrich
Tomah, 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 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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