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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2022
- Office Locations
- 1
Office Locations
About Leibman Financial Servces, Inc.
Leibman Financial Services (228 Main) is a Louisville, NE wealth management and financial planning firm serving individuals and families with retirement-focused planning—IRA/Roth contribution and conversion guidance, required minimum distribution strategy, and legacy/charitable planning—alongside ongoing investment management. The team publishes weekly, plain-language education (often with audio) and emphasizes disciplined, long-term investing and “avoid the stampede” behavioral coaching. LPL Financial affiliated.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK EDWARD LEIBMAN
President, VICE PRESIDENT
- CRD
- #1239973
- Ownership
- 25% but less than 50%
WILLIAM DANIEL GARVER
Analyst, Chief Compliance Officer
- CRD
- #6921795
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Whitney Elizabeth Engle
--
- CRD
- #7181669
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,357,733 | $251,537 |
| Non-Discretionary | $32,774,865 | $2,184,991 |
| Total | $173,132,598 | $302,151 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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