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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2006
- Office Locations
- 1
Office Locations
About MJB Financial Planning
MJB Financial Planning is an independent, fee-only fiduciary CFP-led firm in Lincoln, Nebraska focused on retirement planning for professionals, often in their 50s and 60s. The practice delivers holistic financial planning and investment planning—portfolio construction, asset allocation, and risk management—while coordinating with clients’ preferred custodians and other advisors; custody can be through Charles Schwab.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW JAMES BUCKWALTER
Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL
- CRD
- #5197822
- Ownership
- 75% or more
MICHELE L. BUCKWALTER
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,239,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,239,269 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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