Simon Liegel (CRD# 5382538) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 16 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clf Asset Management, Inc. | Madison, WI | Apr 2016 - Current | 8 |
| Capitol Lakes Financial, LLP | Madison, WI | Nov 2011 - Current | 12 |
| Woodbury Financial Services, Inc. | Mcfarland, WI | Nov 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
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Total Assets Under Management89MILLIONS
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Total Number of Accounts728ACCOUNTS
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Average Account Value$122,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
IL, WI
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