Unclaimed Profile

June Ann Schroeder

LIBERTY FINANCIAL GROUP, INC.·ELM GROVE, Wisconsin

Series 6, Series 7, Series 63Clean record26 years registeredLIBERTY FINANCIAL GROUP, INC.

700 PILGRIM PKWY, ELM GROVE, WI 53122-2063CRD# 721425Firm CRD# 111272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

June Ann Schroeder · ELM GROVE, WI

Registration

CRD #721425 · LIBERTY FINANCIAL GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIBERTY FINANCIAL GROUP, INC.

LIBERTY FINANCIAL GROUP, INC.

Jul 2000 – Oct 2025

ELM GROVE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · July 5, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIBERTY FINANCIAL GROUP, INC.

CRD 111272 · SEC 801-124940

AUM

$114M

Regulatory assets under management

Employees

608 client accounts

Services offered by LIBERTY FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIBERTY FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does June Ann Schroeder offer?

June Ann Schroeder specializes in Financial Planning, Investment Management.

What are June Ann Schroeder's credentials?

June Ann Schroeder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is June Ann Schroeder located?

June Ann Schroeder is based in ELM GROVE, Wisconsin, last registered with LIBERTY FINANCIAL GROUP, INC..

How does June Ann Schroeder charge for services?

June Ann Schroeder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIBERTY FINANCIAL GROUP, INC.?

LIBERTY FINANCIAL GROUP, INC. has approximately 8 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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