LIBERTY FINANCIAL GROUP, INC.

ELM GROVE, Wisconsin·3 registered advisors·CRD# 111272
SEC# 801-1249400262-785-1377
01

Firm Overview

AUM
$114M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIBERTY FINANCIAL GROUP, INC.

3 registered advisors
June Ann Schroeder
ELM GROVE, Wisconsin
Shannon Lesley Nook
ELM GROVE, Wisconsin
Thomas Mark Wargin
ELM GROVE, Wisconsin
05

Office Locations

ELM GROVE, Wisconsin
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. LIBERTY FINANCIAL GROUP, INC. (CRD# 111272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.