HBE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HBE Wealth Management serves individuals (including high‑net‑worth clients), as well as trusts, charitable organizations and businesses, offering discretionary and nondiscretionary portfolio management alongside financial planning and investment policy development. The firm works with clients to document objectives in a written investment policy statement, monitor portfolios, and implement plans primarily through mutual funds, ETFs and, where tax or personal reasons dictate, selected individual securities.
The firm’s investment approach is grounded in Modern Portfolio Theory and a belief in market efficiency, with an emphasis on long‑term asset allocation, diversification and low‑turnover, passively managed asset‑class funds. HBE also employs third‑party model portfolios and sub‑advisers—using outside managers for certain asset classes and a fixed‑income subadvisor—and incorporates tools such as Monte Carlo analysis when developing client plans.
A distinctive feature of HBE is its affiliation with an accounting firm (HBE CPA), where certain adviser representatives also practice as licensed CPAs and the two entities may refer clients to one another; these accounting services are provided separately and for separate compensation. The firm further relies on third‑party providers for back‑office support and sub‑advisory fixed income management and uses research and model resources from outside managers, which the firm integrates into its advisory program.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,500,000: 0.70% $2,500,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.40% $10,000,000+: 0.35%
Account minimum: $4,000 minimum annual fee Minimum fee: Minimum annual fee of $4,000.00
Main office
7140 Stephanie Lane
Lincoln NE 68516
Advisors at this office
5
Most active in
Kansas · Nebraska · Texas
Also doing business as
Hbe Investment Advisors, LLC · Hbe Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Allison K
CFP®, Series 65
Lincoln, NE
HBE Wealth Management, LLC
Allison Kreikemeier is a Series 65-credentialed advisor with three years of industry experience. She has worked at HBE Wealth Management, LLC and its affiliated entities since 2018 and has a background that includes positions at the University of Nebraska and Pius X High School. HBE Wealth Management provides investment management, retirement-plan advisory, and financial planning services to individuals, trusts, qualified retirement plans, charitable organizations, corporations, and small businesses. The firm manages approximately $201 million across several hundred client accounts, employing a diversified, passive investment approach grounded in Modern Portfolio Theory.
Scott B
CFP®
Lincoln, NE
HBE Wealth Management, LLC
Scott Becker is a CFP® professional with 15 years of experience at HBE Wealth Management, LLC and over 35 years as a CPA partner at HBE LLP, where he focuses on consulting and compliance work. He is based in Lincoln, Nebraska, and has been with HBE Wealth Management since its founding in 2011. HBE Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses, managing approximately $201 million across several hundred accounts. The firm employs a diversified, passive investment approach grounded in Modern Portfolio Theory, utilizing written investment policy statements, Monte Carlo analysis, and third-party subadvisers.
Christopher B
CFP®, CFA®, Series 65
Lincoln, NE
HBE Wealth Management, LLC
Christopher Bedient is a CFP®, CFA®, and holds a Series 65 license, with 11 years of experience in financial advisory services. He has been with HBE Wealth Management, LLC since 2015. Outside of his advisory work, he is the author of the book *Be (HBE): Moving beyond The Task List*, published primarily for internal use within the HBE group. HBE Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses, managing approximately $201 million across several hundred client accounts. The firm applies a Modern Portfolio Theory-based investment approach focused on diversified, passive asset-class allocations using low-turnover mutual funds and ETFs, supported by written investment policy statements and third-party subadvisers.
Sara S
CFP®, Series 65
Lincoln, NE
HBE Wealth Management, LLC
Sara Sweeney is a CFP® and Series 65-registered financial advisor with three years of industry experience. She is currently with HBE Wealth Management, LLC and previously worked at Union Bank & Trust for seven years. HBE Wealth Management serves individuals, trusts, charitable organizations, and businesses, providing discretionary and nondiscretionary portfolio management along with financial planning. The firm applies a Modern Portfolio Theory-based investment approach focused on long-term asset allocation, diversification, and low-turnover passive asset-class funds, and collaborates closely with an affiliated accounting firm.
Kaiden B
Series 65
Lincoln, NE
HBE Wealth Management, LLC
Kaiden Bedient is a financial advisor at HBE Wealth Management, LLC in Lincoln, NE. He holds a Series 65 designation and has been with HBE Wealth Management and Sandhills Global in various roles since 2022. His background includes education experience at the University of Nebraska and several schools prior to entering the financial industry. HBE Wealth Management provides investment management, retirement-plan advisory, and financial planning services to individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses. The firm manages approximately $201 million across several hundred client accounts using a diversified, passive investment approach grounded in Modern Portfolio Theory.
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