Whitney Elizabeth Engle
Investment adviser representative at Leibman Financial Servces, Inc.
10 yearsExperience
1 stateRegistered in
$173.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Leibman Financial Servces, Inc.Apr 2026 to now
- Leibman Financial Services, Inc.Apr 2026 to now
- LPL Financial LLCFeb 2026 to now
- 228main.comApr 2023 to Feb 2026
- LPL FinancialAug 2021 to Apr 2023
- Cambridge Investment Research, Inc.Sep 2019 to Jul 2021
- HomemakerJun 2017 to Sep 2019
- DominosJun 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Leibman Financial Servces, Inc.
$173.1MAssets managed
270Clients
5Advisers
3 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
- 7181669
- Firm CRD
- 323120