Caitlin Leibman has been President of Leibman Financial Servces since January 2026, is a control person of the firm and directly owns between 10% and 25% of it.
Leibman Financial Servces, Inc. is a Louisville, NE firm with $173M under management, 270 clients and 4 advisers in one office, as of its January 2026 filing.
- – present · 2 yearsLouisville, NE · Adviser representative · Firm CRD 323120
Investment adviser representative registrations
Caitlin Leibman is registered as an investment adviser representative in Nebraska, since December 2023.
- NebraskaSince 14 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 November 2023 |
| Series 7TO | General Securities Representative Examination | 28 September 2023 |
| SIE | Securities Industry Essentials Examination | 16 May 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Caitlin Clair Leibman
- CRD
- 6933649
- Firm
- Leibman Financial Servces · CRD 323120
- Role
- President
- Office
- 228 MAIN STREET, Louisville, NE 68037
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Caitlin Leibman work?
Caitlin Leibman has been President of Leibman Financial Servces, Inc. since January 2026, and is a control person of the firm.
Is Caitlin Leibman a financial advisor?
Yes. Caitlin Leibman has a current investment-adviser registration in Nebraska, through Leibman Financial Servces since December 2023.
How many years of experience does Caitlin Leibman have?
Caitlin Leibman has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Caitlin Leibman passed?
Caitlin Leibman has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2022.
Where is Caitlin Leibman based?
Caitlin Leibman’s registered office is in Louisville, NE.
Is Caitlin Leibman registered with FINRA?
Yes. Caitlin Leibman has a current broker registration, under CRD 6933649.
Source: FINRA BrokerCheck
How can I verify Caitlin Leibman’s record?
Search CRD 6933649 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Caitlin Leibman’s full registration record.