Leibman Financial Servces, Inc. logo

Leibman Financial Servces, Inc.

Updated today

Client AUM

$172,552,517

Clients

270

Advisors

5

of 5 employees

About

Leibman Financial Services provides investment advisory and planning services to individuals (including high-net-worth clients), trusts, estates, and business entities, offering discretionary and non‑discretionary asset management, a portfolio monitoring service, written financial plans, and management of donor-advised funds. The firm delivers advice and implementation through licensed investment adviser representatives and works with custodians to hold client assets in separately titled accounts.

Investment approach centers on a value-oriented, long-term strategy with tactical asset-allocation flexibility and fundamental analysis, emphasizing individual securities and periodic rebalancing. The firm conducts household-level management when appropriate, allows clients to impose investment restrictions, and reviews managed accounts regularly.

Distinctive aspects include participation in wrap-fee programs, a feature that is uncommon among comparable team firms, and providing active management for donor-advised funds through a specific DAF administrator, arrangements the brochure discloses can create conflicts of interest and are addressed by an impartial conduct standard and periodic review. The advisory team is small and recently registered at the federal level, and its representatives are also registered with LPL Financial, a dual role the firm identifies as relevant to custody and execution choices.

Client services

Financial planning Portfolio management

Expertise

Wealth management

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Fee options

Percentage

$0 - $250,000: 1.500% $250,001 - $1,000,000: 1.250% $1,000,001 - $2,000,000: 1.100% $2,000,001 - $4,000,000: 1.000% $4,000,001 - $8,000,000: 0.900% $8,000,001+: 0.800%

Commissions

Representatives may earn commissions through brokerage services via LPL Financial LLC

Other

Fee-only: Asset Management Program fees based on tiered annual percentage rates; Portfolio Monitoring Program at 0.25% annually; Donor Advised Fund Program at 0.90% annually

Main office

228 Main Street

Louisville NE 68037

Advisors at this office

5

Most active in

Colorado · Florida · Illinois · Iowa · Kansas · Missouri · Nebraska · Texas

Also doing business as

228 Main.Com · Leibman Financial Servces, Inc. · Leibman Financial Services · Liebman Finanacial Services · Liebman Finanacial Services, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William G

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.

Wealth management
user avatar

Gregory L

Series 63, Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.

Wealth management
user avatar

Mark L

ChFC®, Series 63

Louisville, NE

Leibman Financial Servces, Inc.

Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.

Wealth management
user avatar

Whitney E

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Whitney Engle is an advisor at Leibman Financial Services, Inc. in Louisville, NE, holding a Series 66 designation with one year of industry experience. Her work history includes roles at LPL Financial LLC and Cambridge Investment Research, as well as experience outside the financial industry at 228main.com and in other fields. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, emphasizing a value-oriented, long-term strategy with tactical asset allocation and fundamental analysis. The firm serves a range of clients including high-net-worth individuals and manages donor-advised funds while offering household-level management and allowing clients to impose investment restrictions.

Wealth management
user avatar

Caitlin L

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2018. Prior to her advisory roles, she was employed at Doane University from 2014 to 2020. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering both discretionary and non-discretionary asset management along with portfolio monitoring and written financial plans.

Wealth management
View complete list of advisors at this firm
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