AdFi
WE

Whitney Elizabeth Engle

Investment Adviser Representative at Leibman Financial Servces, Inc.

Louisville, NECRD #7181669Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Whitney Elizabeth Engle is an investment adviser representative in Louisville, NE, currently registered with Leibman Financial Servces, Inc. and LPL Financial LLC. They have worked in the securities industry since 2026. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Nebraska.

Office

228 Main Street
Louisville, NE 68037

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska
Broker:
2 states and territories

Iowa, Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/13/2026
Series 7
General Securities Representative Examination
Passed 2/23/2026
SIE
Securities Industry Essentials Examination
Passed 10/16/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Leibman Financial Servces, Inc.Current
4/16/2026 – Louisville, NE
LPL Financial LLCCurrent
2/23/2026 – Floris, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 228main.com
    Apr 2023 – Feb 2026Louisville, NE
  2. LPL Financial
    Aug 2021 – Apr 2023Fort Mill, NC
  3. Cambridge Investment Research, Inc.
    Sep 2019 – Jul 2021Fairfield, IA
  4. Homemaker
    Jun 2017 – Sep 2019Floris, IA
  5. Dominos
    Jun 2016 – May 2017Windsor, CO
  6. LPL Financial LLC
    Feb 2026 – no end date reportedLouisville, NE
  7. Leibman Financial Services, Inc.
    Apr 2026 – no end date reportedLouisville, NE

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Leibman Financial Servces, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • $0 – $250,0001.50%
  • $250,001 – $1,000,0001.25%
  • $1,000,001 – $2,000,0001.10%
  • $2,000,001 – $4,000,0001.00%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment advisory services, including finding new investment opportunities and client services.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Investment AdvisoryFinancial ServicesInvestment OpportunitiesPrecious Metals

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Louisville, NE
SEC file number:
801-126978

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 10, 2026

View full firm profile

Other advisors at Leibman Financial Servces, Inc.

4 other advisors in the directory

View Leibman Financial Servces, Inc. firm profile

Similar advisors in Louisville, NE

Other advisors whose filed branch office is in the same city.

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. Whitney Elizabeth Engle 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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