Jason Henrich has been an investment adviser representative at MBE Wealth Management since December 2016, and is not listed among the firm’s executive officers or direct owners.
Mbe Wealth Management, LLC is a Tomah, WI firm with $977M under management, 2,598 clients and 10 advisers across 8 offices, as of its July 2026 filing.
Jason Henrich’s longest registration is the current one, 9 years at MBE Wealth Management since 2016. Before joining MBE Wealth Management in 2016, Jason Henrich was registered through Wisconsin Financial Advisors, LLC and On Investment Management Co.
- Mbe Wealth Management, LLCCurrent– present · 9 yearsWausau, WI · Adviser representative · Firm CRD 165516
- Wisconsin Financial Advisors, LLC– · 3 yearsAppleton, WI · Adviser representative · Firm CRD 149220
- On Investment Management Co– · 6 yearsAppleton, WI · Adviser representative · Firm CRD 105662
- B. C. Ziegler and Company– · 5 yearsAppleton, WI · Adviser representative · Firm CRD 61
Investment adviser representative registrations
Jason Henrich is registered as an investment adviser representative in Wisconsin, since December 2016.
- WisconsinSince 1 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 November 2004 |
| Series 7 | General Securities Representative Examination | 26 October 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Paul Henrich
- CRD
- 4853414
- Firm
- MBE Wealth Management · CRD 165516
- Office
- 224700 Zinnia Dr, Wausau, WI 54401
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Henrich work?
Jason Henrich is an investment adviser representative registered through Mbe Wealth Management, LLC since December 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jason Henrich a financial advisor?
Yes. Jason Henrich has a current investment-adviser registration in Wisconsin, through MBE Wealth Management since December 2016.
How many years of experience does Jason Henrich have?
Jason Henrich has 21 years in the financial industry, since October 2004, across 4 adviser firms.
What exams has Jason Henrich passed?
Jason Henrich has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2004. FINRA credited Jason Henrich with the SIE, which began in October 2018.
Where did Jason Henrich work before MBE Wealth Management?
Before MBE Wealth Management, Jason Henrich was registered through Wisconsin Financial Advisors, LLC, April 2010 to June 2013; On Investment Management Co, April 2010 to November 2016; B. C. Ziegler and Company, November 2004 to May 2010.
Where is Jason Henrich based?
Jason Henrich’s registered office is in Wausau, WI.
Is Jason Henrich registered with FINRA?
No. Jason Henrich has no current broker registration.
How can I verify Jason Henrich’s record?
Search CRD 4853414 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Henrich’s full registration record.