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WE

Whitney E. Engle

LEIBMAN FINANCIAL SERVCES
Louisville, NE 68037
Some features on this profile are disabled
CRD#: 7181669
WE

Professional summary

Whitney Elizabeth Engle is a registered financial advisor currently at LEIBMAN FINANCIAL SERVCES, INC. located in Louisville, Nebraska and LPL FINANCIAL LLC located in San Diego, California.

Whitney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Whitney has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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 Whitney Elizabeth Engle'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

April 16, 2026 - Present

LEIBMAN FINANCIAL SERVCES, INC.

Office #1: 228 Main Street, Louisville, NE 68037
RIA
CRD#: 323120
Louisville, NE
Current

February 23, 2026 - Present

LPL FINANCIAL LLC

Office #1: 4707 Executive Dr, San Diego, CA 92121-3091
RIA
BD
CRD#: 6413
San Diego, CA

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".
LF
LEIBMAN FINANCIAL SERVCES, INC.
228MAIN.COM | LIEBMAN FINANACIAL SERVICES, INC. | LIEBMAN FINANACIAL SERVICES | LEIBMAN FINANCIAL SERVICES | LEIBMAN FINANCIAL SERVCES, INC.

CRD#: 323120 / SEC#: 801-126978

RIA
Registered Investment Advisory firm - (12/1/2022 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Iowa
(4/14/2026)
IAR
Nebraska
(4/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/23/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/16/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

LF
LEIBMAN FINANCIAL SERVCES, INC.
228MAIN.COM | LIEBMAN FINANACIAL SERVICES, INC. | LIEBMAN FINANACIAL SERVICES | LEIBMAN FINANCIAL SERVICES | LEIBMAN FINANCIAL SERVCES, INC.

CRD#: 323120 / SEC#: 801-126978

RIA
Registered Investment Advisory firm - (12/1/2022 Approved)
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Contact information

Main Address
228 Main Street, Louisville, NE 68037
Mailing Address
P.o. Box 368, Louisville, NE 68037
Phone number
(402) 234-2337
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEIBMAN FINANCIAL SERVCES, INC. ADV PART 2A APPENDIX 1 - WRAP BROCHURE (1/10/2026)
LIEBMAN FINANACIAL SERVICES ADV PART 2A (1/10/2026)

Regulatory assets under management

Total Number of Accounts573
AUM (Assets Under Management)$ 173,132,598

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

LEIBMAN FINANCIAL SERVCES, INC.

CRD#: 323120Louisville, NE 68037

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