Fred
Liebau

Mariner Independent

CRD#4227147
Investment Advisor
in Wichita, KS

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About this Advisor

Fred Liebau is a financial advisor based in Wichita, Kansas, working with Mariner Independent. Fred has previously held positions at Cetera Advisors, LLC, United Planners Financial Services, Lg Advisory Group, LLC, Nwz Retreat, LLC, Fred Liebau Iii - Sole Proprietor, Liebau Greer Wealth Management Group, Inc, Cwm, LLC, Driven Wealth Strategies, and Lake Life Financial Planning. Fred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Fred is part of Mariner Independent, which operates out of Wichita, Kansas. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Wichita, KS

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Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

KS Average: $2,243,162,756
Total Number of Employees

102

KS Average: 44
Total Number of Accounts

8,802

KS Average: 4,091
Average Account Size

$493,709

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Fred Liebau Work History

2022 - Present (2 years)

Lake Life Financial Planning

2017 - Present (7 years)

Nwz Retreat, LLC

1997 - Present (27 years)

Fred Liebau Iii - Sole Proprietor

2020 - 2022 (2 years)

Cwm, LLC

2020 - 2022 (2 years)

Driven Wealth Strategies

2016 - 2020 (4 years)

United Planners Financial Services

2016 - 2020 (4 years)

Lg Advisory Group, LLC

2006 - 2016 (10 years)

Cetera Advisors, LLC

2004 - 2016 (12 years)

Cetera Advisors, LLC

2000 - 2022 (22 years)

Liebau Greer Wealth Management Group, Inc

2000 - 2022 (22 years)

Liebau Greer Wealth Management Group, Inc

Disclosures

Please visit the SEC profile of Fred Liebau 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 Mariner Independent

Rachel Vega
Los Angeles, CA
Ian Murray
Ramsey, NJ
David Trejo
Thousand Oaks, CA
Christian Hutchins
Palos Verdes Peninsula, CA
Kevin Barlow
Newport Beach, CA
Jacob Ferry
Thousand Oaks, CA
Stephen Mazer
Annapolis, MD
Anthony Ferraiolo
Florham Park, NJ

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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