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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 6, 2025 and January 10, 2026, reported AUM increased 10.6%, from $156.5M to $173.1M.
Across 4 reported observations, AUM increased 52.4% between August 29, 2023 and January 10, 2026, from $113.6M to $173.1M.
Of the latest reported AUM, 81.1% is discretionary and 18.9% is non-discretionary.
The firm reports 4 advisory representatives and 270 clients, or 67.5 clients per representative. That equates to $641.2K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on January 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Leibman Financial Servces, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Client Services Coordinator
- 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
SMA allocation detail is available
Leibman Financial Servces, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Leibman Financial Servces, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.