Simon Liegel, financial advisor Madison WI
93 score

Simon Liegel

CRD Number: 5382538
Current Firm: Clf Asset Management, Inc.

Simon Liegel (CRD# 5382538) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Clf Asset Management, Inc. Madison, WI Apr 2016 - Current < 1
Capitol Lakes Financial, LLP Madison, WI Nov 2011 - Current 5
Woodbury Financial Services, Inc. Mcfarland, WI Nov 2011 - Jun 2016 4
Signator Investors, Inc. Madison, WI Jun 2007 - Oct 2011 4
Aflac Lacrosse, WI Feb 2007 - Jun 2007 < 1
Unemployed Lacrosse, WI Sep 2006 - Jan 2007 < 1
Wilson Creek Excavating Spring Green, WI Jul 2006 - Sep 2006 < 1
Unemployed Lacrosse, WI Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Simon M. Liegel
Phone Number: 888-505-3956
Firm Website: http://www.clfasset.com
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

IL, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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