Troy Lee Hilyard
Investment adviser representative at Mbe Wealth Management, LLC
34 yearsExperience
1 stateRegistered in
PFSDesignation
$977.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Mbe Wealth Management, LLCMay 2024 to now
- Mbe CpasJan 2024 to now
- E & H Certified Public Accountants & Management Consultants, PcJan 2017 to Dec 2023
- Fred A. Lockwood & Co., PcApr 1992 to Dec 2016
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NE).
Mbe Wealth Management, LLC
$977.1MAssets managed
2,598Clients
13Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4550283
- Firm CRD
- 165516