Matthew J. Buckwalter
MJB FINANCIAL PLANNING
Lincoln, NE 68506
Some features on this profile are disabled
CRD#: 5197822
Professional summary
Matthew James Buckwalter, CFP®, who also goes by Matt Buckwalter, is a registered financial advisor currently at MJB FINANCIAL PLANNING located in Lincoln, Nebraska.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 1 firm and has passed the Series 65 exam.
Biography
Matt’s Story
After college, I stumbled into my career and out of Nebraska - never really had much of a desire to leave. Luck led to very exciting work with great people and lots of opportunity. I met Michele in Arizona and we started our family in the beautiful Pacific Northwest. Even with all that was going right, there was a nagging feeling there ought to be more. That nagging feeling evolved into MJB Financial Planning, LLC.
Experience
Matt Buckwalter, CFP® is the firm Principal and has been practicing Fee-Only financial planning since 2006. Prior to starting his own business, Matt held various roles for Intel Corporation in Chandler, Arizona and Hillsboro, Oregon.
Qualifications
Matt is a CERTIFIED FINANCIAL PLANNER(TM) Professional the requirements for which include: educational, experience, completion of a comprehensive exam, adherence to ethical standards, and completion of ongoing continuing education.
The Certified Financial Planner Board of Standards Inc. (CFP Board) is a nonprofit professional regulatory organization founded in 1985 whose mission is to help people benefit from competent, professional and ethical financial planning. The CFP Board grants the CFP® Certification. This is the recognized standard of excellence for financial planners.
Education
Matt has a Master of Science from Kansas State University in Family Financial Planning. He also has Bachelor of Science and Master of Science degrees from the University of Nebraska – Lincoln in engineering.
He is also a member of The Garrett Planning Network Inc., which is a nationwide network of independent, Fee-Only financial advisors who strive to make competent, objective financial advice accessible to all people.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Retirement Income Management
Insurance Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
AUM
College/Education Planning
High Net Worth Client Needs
Millennials
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Matt Buckwalter
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.
As of 05/16/19, Mr. Buckwalter maintains a resident Life and Health Insurance Consultants license issued by the State of Nebraska. The license is maintained as a means to remain compliant with state rules for insurance advice and not for the receipt of compensation from sales of insurance products or services. Mr. Buckwalter is not an agent of any insurance company and the existence of the license does not present any conflict of interest to any client of MJB Financial Planning.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew James Buckwalter's 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®
CFP®
Start date: 2009
Experience
Current
November 1, 2006 - Present
MJB FINANCIAL PLANNING
Office #1: 1520 S. 70th Street Suite 104, Lincoln, NE 68506RIA
CRD#: 141373
Lincoln, NE
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(11/1/2006)
Current Firm
MJB FINANCIAL PLANNING
BUCKWALTER, MATTHEW JAMES | MJB FINANCIAL PLANNING, LLC | MJB FINANCIAL PLANNING
CRD#: 141373 / SEC#:
Nebraska
Registered Investment Advisory firm - (11/1/2006 Approved)Oregon
Registered Investment Advisory firm - (12/7/2010 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1520 S. 70th Street Suite 104, Lincoln, NE 68506
Mailing Address
Phone number
(402) 413-1097
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 135 |
| AUM (Assets Under Management) | $ 50,806,293 |
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.
Company Information
MJB FINANCIAL PLANNING
CRD#: 141373Lincoln, NE 68506TRUST BUT VERIFY
Monitor Matthew Buckwalter
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
