Justin Mitchell Philipp
Investment adviser representative at Mbe Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$977.1MFirm assets
9 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 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
11 years in the industry.
- Mbe Wealth Management, LLCOct 2025 to now
- University of Wisconsin-whitewaterAug 2021 to May 2025
- Bobbers Island GrillFeb 2018 to Oct 2025
- Full-time StudentOct 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8181869
- Firm CRD
- 165516