LIBERTY FINANCIAL GROUP, INC.

13150 Watertown Plank Rd
Suite 203
Elm Grove, Wisconsin 53122
Tel: 262-785-1377

About LIBERTY FINANCIAL GROUP, INC.

LIBERTY FINANCIAL GROUP, INC, formally registered with the SEC as LIBERTY FINANCIAL GROUP, INC. The firm was established in 05/04/2022. They have over 1 offices throughout the country.

LIBERTY FINANCIAL GROUP, INC. is a Elm Grove, Wisconsin based Financial Planning firm with nearly $125,162,344 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111272
SEC#	801-124940
Assets Managed by Firm	$125,162,344
No. of Clients	639
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	639	$125,162,344
Individuals (other than high net worth individuals)	170	$68,792,651
High net worth individuals	26	$56,369,693

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