Jason Paul Henrich

Employer firm

Mbe Wealth Management, LLC CRD 165516

$977M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 10/2016
  The O.N. Equity Sales Company
  Cincinnati, OH
• 04/2010 → 11/2016
  Ohio National Financial Services
  Cincinnati, OH
• 11/2016 → 09/2018
  Lpl Financial Llc
  Wausau, WI
• 11/2016 → Present
  Mbe Wealth Management Llc
  Wausau, WI

Previous Registrations

• 2010-04-19 → 2016-11-15
  On Investment Management Co
  Appleton, WI
• 2010-04-27 → 2013-06-18
  Wisconsin Financial Advisors, Llc
  Madison, WI
  Appleton, WI
• 2004-11-16 → 2010-05-04
  B. C. Ziegler And Company
  Appleton, WI
  Appleton, WI

Other Businesses

1)11/10/16-MBE Wealth Management LLC - Non-Variable Insurance- at reported business location(s)- 10%.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-15

Designations

• Certified Financial Planner