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Scott Allen Becker

Hbe Wealth Management, LLC

Lincoln, NE

CRD 5899207

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Employer firm

Hbe Wealth Management, LLC CRD 128315

$277M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Hbe Wealth Management, Llc

7140 Stephanie Lane, Lincoln, NE 68516 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-01-23
NE RA APPROVED 2011-03-11
  • TX RA
    APPROVED_RES
    Since 2016-01-23
  • NE RA
    APPROVED
    Since 2011-03-11

Branch Locations

7140 Stephanie Lane, Lincoln, NE 68516 • 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
Hbe Wealth Management, Llc Lincoln NE 03/2011 Present
Hbe Llp Norfolk NE 08/1991 Present
Other Businesses

HBE LLP, 1314 ANDREWS DRIVE, NORFOLK, NE 68701, NOT INVESTMENT RELATED, CPA-PARTNER SINCE AUGUST 1991. DUTIES: CONSULTING AND COMPLIANCE WORK, FULL-TIME 40 HOURS PER WEEK.

Designations
  • Certified Financial Planner

View on SEC IAPD

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