MF
Mooberry Financial Management, Llc
State-registered
Insurance-Affiliated
CRD 114512
· Lawrence, KS
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ADV data as of Mar 20, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 45
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $0 | — |
| High net worth individuals | 13 | $0 | — |
| Banking or thrift institutions | 0 | — | — |
| Pension and profit sharing plans | 0 | — | — |
| Charitable organizations | 0 | — | — |
| State or municipal government entities | 0 | — | — |
| Other investment advisers | 0 | — | — |
| Insurance companies | 0 | — | — |
| Sovereign wealth funds and foreign official institutions | 0 | — | — |
| Corporations and other businesses | 0 | — | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Doni Lynn Mooberry | Registered representative | Sep 1999 (27y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗