Liberty Financial Group, Inc.

Liberty Financial Group, Inc. (CRD# 111272) is a financial advisory firm headquartered in Elm Grove, WI. They manage $113,981,246 in 608 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
13150 Watertown Plank Rd, Suite 203, Elm Grove, WI 53122
http://www.libertyfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Liberty Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
June Schroeder, financial advisor Elm Grove WI
June A. Schroeder
CRD#: 721425
13150 Watertown Plank Rd., Suite 203, Elm Grove, WI 53122

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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