RIA Intel›Advisers›Nebraska›MJB FINANCIAL PLANNING, LLC

MJB FINANCIAL PLANNING, LLC

Advisory

LINCOLN, NE

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in NE

#111

of 134 advisers by AUM

Average account

$502K

across 120 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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