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LIBERTY ONE INVESTMENT MANAGEMENT, LLC
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTYVILLE, Illinois
·
2 registered advisors
·
CRD# 304290
SEC# 801-116826
19
847-680-9255
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at LIBERTY ONE INVESTMENT MANAGEMENT, LLC
2 registered advisors
Benjamin William Pahl
LIBERTYVILLE, Illinois
CRD# 4926130
Roch Richard Tranel
LIBERTYVILLE, Illinois
CRD# 1957486
05
Office Locations
LIBERTYVILLE, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. LIBERTY ONE INVESTMENT MANAGEMENT, LLC (CRD# 304290) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.