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Troy Lee Hilyard

MBE Wealth Management, LLC

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About Troy Lee Hilyard

Troy Hilyard is a financial advisor with MBE Wealth Management, LLC. Troy has been in the financial services industry for over 20 years and holds the Series 6, 63 and 65 licenses. Troy is also a Certified Public Accountant (CPA) and has extensive experience in financial planning, portfolio management and tax preparation. In addition to his work with MBE Wealth Management, LLC, Troy also owns a CPA firm, MBE CPAs, and is involved in several real estate ventures. Troy is dedicated to helping his clients achieve their financial goals and provides personalized service to meet their individual needs.

Firm Information

Troy Hilyard is currently registered with MBE Wealth Management, LLC. MBE Wealth Management, LLC is a registered investment advisor headquartered in Tomah, WI. The firm manages approximately $859.65 million in assets and provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. MBE Wealth Management also offers selection of other advisors and participates in wrap fee programs.
MBE Wealth Management, LLC

200 W. WARREN ST.

TOMAH, WI 54660

$859.65M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Troy Hilyard’s Registration & Firm History

NE

06/14/2024 - Present

MBE Wealth Management, LLC (Scottsbluff NE)

NE

10/04/2010 - 10/31/2014

PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSBLUFF NE)

NE

01/01/2007 - 10/22/2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SCOTTSBULFF NE)

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Licenses & Designations

BC

Issued 08/18/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/10/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Lee Hilyard.
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