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Brent Douglas Brinker

Mbe Wealth Management, LLC

Tomah, WI

Baraboo, WI

CRD 5324627

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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:

Current Employers
Mbe Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-03-20
WI RA APPROVED 2012-11-29
  • TX RA
    APPROVED_RES
    Since 2013-03-20
  • WI RA
    APPROVED
    Since 2012-11-29

Branch Locations

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

E10890 Penny Ln, Baraboo, WI 53913 • 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
Lpl Financial, Llc Baraboo WI 11/2012 09/2018
Mbe Wealth Management, Llc Baraboo WI 11/2012 Present
Previous Registrations
  • 2017-11-29 → 2018-10-04
    Lpl Financial Llc
    Wisconsin Dells, WI
    Baraboo, WI
    Baraboo, WI
  • 2007-07-05 → 2010-12-31
    Edward Jones
    Baraboo, WI
    Baraboo, WI
    St Louis, MO
    Baraboo, WI
Other Businesses

1. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-21
  • S66 Uniform Combined State Law Examination
    2007-06-21
Other Names
  • Brent Brinker

View on SEC IAPD

Nearby Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

Roger Leonard Bakken
Brooke M Bakken
JOSEPH LEE BERRY

Nearby Offices

EDWARD JONES · TOMAH, WI
EDWARD JONES · TOMAH, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Tomah, WI

More in Tomah, WI

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