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Jason Paul Henrich

Mbe Wealth Management, LLC

Tomah, WI

Wausau, WI

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Current Employers
Mbe Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-12-01
  • WI RA
    APPROVED
    Since 2016-12-01

Branch Locations

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

224700 Zinnia Dr, Wausau, WI 54401 • 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
The O.N. Equity Sales Company Cincinnati OH 04/2010 10/2016
Ohio National Financial Services Cincinnati OH 04/2010 11/2016
Lpl Financial Llc Wausau WI 11/2016 09/2018
Mbe Wealth Management Llc Wausau WI 11/2016 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-15
  • S66 Uniform Combined State Law Examination
    2004-11-15
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

Roger Leonard Bakken
Brooke M Bakken
JOSEPH LEE BERRY
TROY LEE HILYARD
BRENT DOUGLAS BRINKER
TIMOTHY BRIAN MOY
Baylee Ann Shifflet
CHADWICK FOSTER GAFFNEY

Other Offices

EDWARD JONES · TOMAH, WI
EDWARD JONES · TOMAH, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Tomah, WI
LPL FINANCIAL LLC · TOMAH, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Tomah, WI
EDWARD JONES · TOMAH, WI
THRIVENT INVESTMENT MANAGEMENT INC. · SPARTA, WI
EDWARD JONES · Sparta, WI

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