Troy L. Hilyard

MBE WEALTH MANAGEMENT

Scottsbluff, NE 69361

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CRD#: 4550283

Professional summary

Troy Lee Hilyard is a registered financial advisor currently at MBE WEALTH MANAGEMENT, LLC located in Scottsbluff, Nebraska.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Troy has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Lee Hilyard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 14, 2024 - Present

MBE WEALTH MANAGEMENT, LLC

Office #1: 2021 Boardway, Scottsbluff, NE 69361

RIA

CRD#: 165516

Scottsbluff, NE

Past

November 6, 2014 - June 6, 2024

ALLEN CAPITAL GROUP, LLC

RIA

CRD#: 135879

SCOTTSBLUFF, NE

Past

October 4, 2010 - October 31, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SCOTTSBLUFF, NE

Past

January 1, 2007 - October 22, 2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

SCOTTSBULFF, NE

Past

January 1, 2002 - November 3, 2014

FALCO FINANCIAL SERVICES, INC.

RIA

CRD#: 112538

SCOTTSBLUFF, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MBE WEALTH MANAGEMENT, LLC

CRD#: 165516 / SEC#: 801-110772

RIA

Registered Investment Advisory firm - (7/7/2017 Approved)

Arizona

Registered Investment Advisory firm - (7/28/2017 Terminated)

Texas

Registered Investment Advisory firm - (7/28/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/1/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/18/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/10/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/28/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MBE WEALTH MANAGEMENT, LLC

CRD#: 165516 / SEC#: 801-110772

RIA

Registered Investment Advisory firm - (7/7/2017 Approved)

Arizona

Registered Investment Advisory firm - (7/28/2017 Terminated)

Texas

Registered Investment Advisory firm - (7/28/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/1/2017 Terminated)

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Contact information

Main Address

200 W. Warren St., Tomah, WI 54660

Mailing Address

Phone number

(608) 372-5521

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MBE WEALTH MANAGEMENT, LLC FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM BROCHURE") (2/4/2026)

Regulatory assets under management

Total Number of Accounts	5,412
AUM (Assets Under Management)	$ 977,101,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Troy L. Hilyard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Lee Hilyard's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEN CAPITAL GROUP, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

FALCO FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MBE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/18/2006

Series 65

Date: 12/10/2001

SIE

Date: 10/31/2014

Series 6

Date: 12/28/2006

Current Firm

MBE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MBE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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