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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MBE Wealth Management have?","answer":"MBE Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 18 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MBE Wealth Management invest in?","answer":"At the end of its last fiscal year, MBE Wealth Management’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MBE Wealth Management?","answer":"MBE Wealth Management is owned through holding companies by Timothy Moy, Joseph Berry, Brent Brinker, Jacob Krueger, Michael Pruitt and 3 others. Its direct owners are Joe Berry LLC, Due North Financial, LLC, Krueger Wealth Management, LLC, Mbe CPA LLP, Pruitt Financial Planning, LLC and Jphenrich Financial Planning, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MBE Wealth Management get paid?","answer":"MBE Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact MBE Wealth Management?","answer":"MBE Wealth Management’s main office is at 200 W. Warren St., Tomah, WI 54660. Its phone number is 608-372-5521. 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