Liberty Group, LLC

Liberty Group, LLC (CRD# 106036) is a financial advisory firm headquartered in Oakland, CA. They manage $683,098,805 in 1,340 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    683
    MILLION
  • Total Number of Accounts
    1,340
    ACCOUNTS
  • Average Account Value
    $509,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, ID, IL, MA, MD, ME, MI, NE, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI

Financial Advisors at Liberty Group, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Karl E. Hansen
CRD#: 2676924
900 N. Shoreline Blvd., Mountain View, CA 94043
96
Wealthminder
score

Karl Hansen (CRD# 2676924) is an Investment Advisor Representative working at Liberty Group, LLC in Mountain View, CA and has over 21 years of experience in the finance industry.

2
Michael T. Hullen
CRD#: 1614485
2404 Professional Drive, Roseville, CA 95661
96
Wealthminder
score

Michael Hullen (CRD# 1614485) is an Investment Advisor Representative working at Liberty Group, LLC in Roseville, CA and has over 19 years of experience in the finance industry. Michael Hullen 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.

3
Brian C. Rees
CRD#: 2560900
Laguna Niguel, CA
96
Wealthminder
score

Brian Rees (CRD# 2560900) is an Investment Advisor Representative working at Liberty Group, LLC in Laguna Niguel, CA and has over 23 years of experience in the finance industry. Brian Rees 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.

4
Daniel D. Ross
CRD#: 3130209
411 30th St, 2nd Floor, Oakland, CA 94609
96
Wealthminder
score

Daniel Ross (CRD# 3130209) is an Investment Advisor Representative working at Liberty Group, LLC in Oakland, CA and has over 18 years of experience in the finance industry. Daniel Ross 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.

5
Paul O. Gelormini
CRD#: 2066089
4966 El Camino Real, #121, Los Altos, CA 94022
93
Wealthminder
score

Paul Gelormini (CRD# 2066089) is an Investment Advisor Representative working at Liberty Group, LLC in Los Altos, CA and has over 22 years of experience in the finance industry.

6
Charles N. Moore
CRD#: 2826662
572c Wisconsin Street, San Francisco, CA 94107
93
Wealthminder
score

Charles Moore (CRD# 2826662) is an Investment Advisor Representative working at Liberty Group, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

7
Balamir Trunec
CRD#: 1944949
Laguna Niguel, CA
93
Wealthminder
score

Balamir Trunec (CRD# 1944949) is an Investment Advisor Representative working at Liberty Group, LLC in Laguna Niguel, CA and has over 25 years of experience in the finance industry.

8
Kelvin J. Kwan
CRD#: 5523072
2404 Professional Drive, Roseville, CA 95661
90
Wealthminder
score

Kelvin Kwan (CRD# 5523072) is an Investment Advisor Representative working at Liberty Group, LLC in Roseville, CA and has over 6 years of experience in the finance industry.

9
Robert A. Love
CRD#: 5925677
Belmont, CA
90
Wealthminder
score

Robert Love (CRD# 5925677) is an Investment Advisor Representative working at Liberty Group, LLC in Belmont, CA and has over 6 years of experience in the finance industry.

10
Matthew J. Del Junco
CRD#: 6335590
411 30th St, 2nd Floor, Oakland, CA 94609
88
Wealthminder
score

Matthew Del Junco (CRD# 6335590) is an Investment Advisor Representative working at Liberty Group, LLC in Oakland, CA and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.