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Caitlin Clair Leibman

Investment Adviser Representative at LEIBMAN FINANCIAL SERVCES, INC.

Louisville, NECRD #6933649Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Nebraska
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/16/2023
Series 7
General Securities Representative Examination
Passed 9/28/2023
SIE
Securities Industry Essentials Examination
Passed 5/16/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 – $250,0001.50%
$250,001 – $1,000,0001.25%
$1,000,001 – $2,000,0001.10%
$2,000,001 – $4,000,0001.00%
$4,000,001 – $8,000,0000.90%
$8,000,001 and above0.80%
Source

Leibman Financial Servces, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LEIBMAN FINANCIAL SERVCES, INC.Current
12/14/2023Louisville, NE

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View LEIBMAN FINANCIAL SERVCES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caitlin Clair Leibman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Caitlin Clair Leibman - Financial Advisor in Louisville, NE | AdvisorFinder