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Detailed Report
MATTHEW JAMES BUCKWALTER
MATT BUCKWALTER
CRD#: 5197822
IA
Investment Adviser
MJB FINANCIAL PLANNINGCRD#: 141373 1520 S. 70TH STREET
SUITE 104
LINCOLN, NE 68506
Registration History
20062008201020122014201620182020202220242026IAMJB FINANCIAL PLANNING (CRD# 141373)2006 - Present (18 years)
License(s)

State Registrations

IA
Nebraska 11/1/2006
Current Registration(s)
IA
MJB FINANCIAL PLANNING (CRD#:141373)
1520 S. 70TH STREET SUITE 104, LINCOLN, NE 68506
Registered with this firm since 11/1/2006
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.