Jana Liebl-WitneyCRD Number: 4566202
Current Firm: Principal Securities, Inc.
Jana Liebl-Witney (CRD# 4566202) is an Investment Advisor Representative working at Principal Securities, Inc. in Milwaukee, WI and has over 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Princor Financial Services Corporation||Milwaukee, WI||Oct 2005 - Current||12|
|Princopal Life Insurance Company||Milwaukee, WI||Sep 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV