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Baylee Ann Shifflet

Mbe Wealth Management, LLC

Reedsburg, WI

Tomah, 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 2021-05-15
  • WI RA
    APPROVED
    Since 2021-05-15

Branch Locations

1136 East Main St., Reedsburg, WI 53959 • 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
Mbe Wealth Management, Llc Reedsburg WI 04/2021 Present
University Of Wisconsin-Madison Madison WI 09/2018 Present
Wealthspire Advisors Madison WI 06/2020 08/2020
Wisconsin Riverside Resort Spring Green WI 05/2015 08/2020
University Of Wisconsin-Madison Madison WI 09/2017 Present
High School Spring Green WI 09/2013 06/2017
  • 04/2021 → Present
    Mbe Wealth Management, Llc
    Reedsburg, WI
  • 09/2018 → Present
    University Of Wisconsin-Madison
    Madison, WI
  • 06/2020 → 08/2020
    Wealthspire Advisors
    Madison, WI
  • 05/2015 → 08/2020
    Wisconsin Riverside Resort
    Spring Green, WI
  • 09/2017 → Present
    University Of Wisconsin-Madison
    Madison, WI
  • 09/2013 → 06/2017
    High School
    Spring Green, WI
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-15
  • S65 Uniform Investment Adviser Law Examination
    2021-05-15
Designations

View on SEC IAPD

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LPL FINANCIAL LLC
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Other Investors

Joel Kim Groskreutz
Michael Ray Lopp
Sarah Oberman
Huey Kenneth Griep
Tricia Nicole Sullivan
David Mark Kraus
Shane Gregory Rockweiler
Matthew Mark Kvernen

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · Reedsburg, WI
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · Reedsburg, WI
EDWARD JONES · REEDSBURG, WI
EDWARD JONES · REEDSBURG, WI
EDWARD JONES · REEDSBURG, WI
ASSOCIATED INVESTMENT SERVICES, INC. · Reedsburg, WI
OSAIC WEALTH, INC. · REEDSBURG, WI
MBE WEALTH MANAGEMENT, LLC · Baraboo, WI

More in Reedsburg, WI

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