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Caitlin Clair Leibman

Leibman Financial Servces, Inc.

Louisville, NE

CRD 6933649

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Employer firm

Leibman Financial Servces, Inc. CRD 323120

$173M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Leibman Financial Servces, Inc.

228 Main Street, Louisville, NE 68037 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-12-14
  • NE RA
    APPROVED
    Since 2023-12-14

Branch Locations

228 Main Street, Louisville, NE 68037 • 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 Louisville NE 04/2018 Present
Leibman Financial Services Louisville NE 07/2020 Present
Doane University Crete NE 01/2014 06/2020
  • 04/2018 → Present
    Lpl Financial Llc
    Louisville, NE
  • 07/2020 → Present
    Leibman Financial Services
    Louisville, NE
  • 01/2014 → 06/2020
    Doane University
    Crete, NE
Other Businesses

1 - 4/2018 / DBA for LPL Business (entity for LPL business) / 228main.com / Investment Related / Louisville, NE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2023-11-16
Other Names
  • Caitie Leibman

View on SEC IAPD

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