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LEIBMAN FINANCIAL SERVCES, INC.
CRD 323120 · SEC 801-126978
228 MAIN STREET, LOUISVILLE, NE, 68037, United States
Phone
(402) 234-2337
Fax
(402) 234-2667
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.1M
Discretionary AUM
$140.4M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $50.6M |
| High net worth individuals | 67 | $122.0M |
States served
CO, IL, IA, KS, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD