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LEIBMAN FINANCIAL SERVCES, INC.

LOUISVILLE, NE · CRD 323120 · IAPD ↗ · 228main.com · (402) 234-2337

$173.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — LEIBMAN FINANCIAL SERVCES, INC. reported RAUM up 28% ($121.9M -> $156.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
February 2024 — LEIBMAN FINANCIAL SERVCES, INC. reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.