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 based in Libertyville, Illinois, working with Liberty One Investment Management. Greg has previously held positions at Aerotek, Cetera Advisor Networks LLC, Marmalade LLC, 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. Greg has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Greg is part of Liberty One Investment Management, which operates out of Libertyville, Illinois. The firm has 19 offices and 18 employees. The firm manages assets totaling $2.0 billion. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Liberty One Investment Management includes asset-based fees.

Certifications and Registrations

Series 66

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

$1,967,649,519

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

18

IL Average: 44
Total Number of Accounts

14,692

IL Average: 2,564
Average Account Size

$133,927

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

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

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

Benjamin Mcqueen
Libertyville, IL
Greg Sander
Libertyville, IL
Sean Belton
Crescent Springs, KY
Nicholas Ng
Libertyville, IL
Steven Grove
Libertyville, IL
Nikolay Strom
Libertyville, IL
Karen Mills
Libertyville, IL
Jared Bosley
Covington, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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