Troy Lee Hilyard
Advisor at MBE Wealth Management, LLC — Scottsbluff, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
PFS™, Series 63, Series 65
Experience Industry experience
24 years
Location
Scottsbluff, NE 69361
MBE Wealth Management, LLC
Team
Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.
Based on MBE Wealth Management, LLC
Based on MBE Wealth Management, LLC
Fixed fees for financial planning engagements range from $500 to $2,500 per engagement
Up to 1.50% annually (negotiable based on factors such as complexity, asset level, overall relationship)
Commission-based compensation earned for selling insurance products, separate from advisory fees
Financial planning services hourly fees range from $100 to $300 per hour
Fee-only: Investment advisory fees paid quarterly or monthly, ranging up to 1.50% annually, negotiable; Financial planning fees $100-$300/hour or fixed fees $500-$2,500 per engagement; Retirement plan advisory fees up to 0.75% annually; Financial institution consulting fee 0.65% annually on assets under management
Scottsbluff, NE
2021 Broadway
Scottsbluff NE 69361
Advisors at this office
1
Nebraska
24 years of industry experience
MBE Wealth Management, LLC
2024 - Present • 2 years
Scottsbluff, NE
MBE CPAs
2024 - Present • 2 years
Scottsbluff, NE
E & H Certified Public Accountants & Management Consultants, PC
2017 - 2023 • 6 years
Scottsbluff, NE
Fred A. Lockwood & Co., PC
1992 - 2016 • 24 years
Scottsbluff, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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