Greg
Sander

Liberty One Investment Management

CRD#7015765
Investment Advisor
in Libertyville, IL

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About this Advisor

Greg Sander is a financial advisor who works out of Libertyville, Illinois. Sander is an employee of Liberty One Investment Management. Throughout their career, they have worked at Aerotek, Cetera Advisor Networks LLC, Marmalade LLC, Ht Grill, Sesame Moe'S, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc (Fasi), Summit Brokerage Services Inc and Liberty One Investment Management. Sander maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Liberty One Investment Management is a company based out of Libertyville, IL. The investment advisory business has offices in 17 locations and a total of 17 advisors. It manages $2 billion in total assets across its 10,814 customer accounts, placing it among the largest firms in the United States by assets under management. Liberty One Investment Management has a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually depend on the type of services provided. However, fee types charged by Liberty One Investment Management typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1509 N. Milwaukee Ave.
Libertyville, IL 60048

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Liberty One Investment Management Brokerage Details

Total Assets Under Management

$1,451,718,459

IL Average: $6,674,516,078
Total Number of Employees

17

IL Average: 44
Total Number of Accounts

10,814

IL Average: 2,564
Average Account Size

$134,244

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Greg Sander Work History

Greg has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Liberty One Investment Management

2019 - 2022 (3 years)

Cetera Advisor Networks LLC

2018 - 2019 (1 year)

Aerotek

2018 - 2022 (4 years)

Cetera Advisors LLC

2018 - 2022 (4 years)

Cetera Financial Specialists LLC

2018 - 2022 (4 years)

Cetera Investment Services LLC

2018 - 2022 (4 years)

First Allied Securities, Inc (Fasi)

2018 - 2019 (1 year)

Summit Brokerage Services Inc

2014 - 2019 (5 years)

Marmalade LLC

2014 - 2014 (< 1 year)

Sesame Moe'S

2013 - 2014 (1 year)

Ht Grill

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Greg Sander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Liberty One Investment Management

Greg Sander
Libertyville, IL
Nicholas Ng
Libertyville, IL
Benjamin Mcqueen
Libertyville, IL
Don Hardin
Libertyville, IL
Karen Mills
Libertyville, IL
Nikolay Strom
Libertyville, IL
Jared Bosley
Covington, KY
Michael Sciulli
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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