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Current Employers
Mbe Wealth Management, Llc

200 W. Warren St., Tomah, WI 54660 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2021 Broadway, Scottsbluff, NE 69361 • United States

200 W. Warren St., Tomah, WI 54660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fred A. Lockwood & Co., Pc Scottsbluff NE 04/1992 12/2016
Mbe Wealth Management, Llc Scottsbluff NE 05/2024 Present
Mbe Cpas Scottsbluff NE 01/2024 Present
E & H Certified Public Accountants & Management Consultants, Pc Scottsbluff NE 01/2017 12/2023
  • 04/1992 → 12/2016
    Fred A. Lockwood & Co., Pc
    Scottsbluff, NE
  • 05/2024 → Present
    Scottsbluff, NE
  • 01/2024 → Present
    Mbe Cpas
    Scottsbluff, NE
  • 01/2017 → 12/2023
    E & H Certified Public Accountants & Management Consultants, Pc
    Scottsbluff, NE
Previous Registrations
  • 2014-11-06 → 2024-06-06
    Scottsbluff, NE
    Grand Island, NE
  • 2002-01-01 → 2014-11-03
    Falco Financial Services, Inc.
    Scottsbluff, NE
Other Businesses

1) MBE CPAs; Not investment-related; 2021 Broadway, Scottsbluff, NE 69361; CPA firm; Partner; Start Date: 01/2024; Certified Public Accountant; Hours/month: 80; Hours/month during securities trading hours; 80 2) Licensed insurance agent; Not investment-related; 2021 Broadway, Scottsbluff, NE 69361; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 3) EHL LLC; Not investment-related; 2021 Broadway, Scottsbluff, NE 69361; Co-owner of LLC for passive real estate investments; Hours/month: 10; Hours/month during securities trading hours: 0 4) MBE Real Estate; Not investment-related; 2021 Broadway, Scottsbluff, NE 69361; Member of LLC for passive real estate investments; Hours/month: 4; Hours/month during securities trading hours: 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-08-18
S65 Uniform Investment Adviser Law Examination 2001-12-10
  • S63 Uniform Securities Agent State Law Examination
    2006-08-18
  • S65 Uniform Investment Adviser Law Examination
    2001-12-10
Designations

View on SEC IAPD

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