← Back to searchVisit website
MJB FINANCIAL PLANNING
MJB FINANCIAL PLANNING, LLC
CRD 141373
1520 S. 70TH STREET, SUITE 104, LINCOLN, NE, 68506, United States
Phone
402-413-1097
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.2M
Discretionary AUM
$60.2M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.4M |
| High net worth individuals | 20 | $56.8M |
All web addresses on file
- https://www.napfa.org/firm/6073/7148
- https://mjbfinancialplanning.com/
- https://mjbfp.com
- https://www.linkedin.com/in/matt-buckwalter-cfp-9023591/
- https://www.youtube.com/@mattbuckwalter
- https://www.feeonlynetwork.com/financial-advisor/matt-buckwalter/
- https://simplymorelife.com
- https://www.napfa.org/member/15285/18849
Official SEC filing: View on IAPD