June Schroeder, financial advisor Elm Grove WI

June Schroeder

CRD Number: 721425
Current Firm: Liberty Financial Group, Inc.

June Schroeder (CRD# 721425) is an Investment Advisor Representative working at Liberty Financial Group, Inc. in Elm Grove, WI and has over 44 years of experience in the finance industry. June Schroeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Liberty Financial Group, Inc. Elm Grove, WI Nov 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1979
Contact Info for June A. Schroeder
Phone Number: 262-785-1377
Registered State(s):
  • FL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $187,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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