Liberty Financial Group, Inc.
Liberty Financial Group, Inc. is an SEC-registered mass-market adviser in Elm Grove, WI with $194.3M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Liberty Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111272, SEC 801-124940, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $194.3M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Elm Grove, WI
- Employees
- 5
- Clients
- 238
- CRD
- 111272
- Ownership
- SCHROEDER, JUNE, ANN; WARGIN, THOMAS, MARK; LIBERTY FINANCIAL GROUP, INC.; NOOK, SHANNON, LESLEY; SCHOENBORN, LAURA, SUE
How much AUM does Liberty Financial Group, Inc. have?
Liberty Financial Group, Inc. reported $194.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Liberty Financial Group, Inc.?
Disclosed owners and executives of Liberty Financial Group, Inc. include SCHROEDER, JUNE, ANN, WARGIN, THOMAS, MARK, LIBERTY FINANCIAL GROUP, INC., NOOK, SHANNON, LESLEY, SCHOENBORN, LAURA, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.