# Jason Henrich

> Jason Henrich is a fee-only financial advisor at MBE Wealth Management in Tomah, Wisconsin, who holds the CFP credential. MBE Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-henrich/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** MBE Wealth Management
- **Based in:** Tomah, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $977.1M across 5,412 accounts
- **Credentials:** CFP
- **CRD:** 4853414 (https://adviserinfo.sec.gov/individual/summary/4853414)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2004)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.mbewealth.com

## Frequently asked questions

### Is Jason Henrich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and MBE Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, MBE Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Henrich based?

Jason Henrich is based in Tomah, Wisconsin.

### What credentials does Jason Henrich hold?

Jason Henrich holds the CFP credential.

### Is Jason Henrich registered with the SEC?

Yes. Jason Henrich is registered as an investment adviser representative in WI (CRD 4853414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MBE Wealth Management manage?

MBE Wealth Management reports $977.1M across 5,412 accounts in assets under management.

### How do I contact Jason Henrich?

Through Jason's website, www.mbewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4853414): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.