Fred Liebau, financial advisor Wichita KS

Fred Liebau

CRD Number: 4227147
Current Firm: Mariner Independent

Fred Liebau (CRD# 4227147) is an Investment Advisor Representative working at Mariner Independent in Wichita, KS and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lake Life Financial Planning Wichita, KS Sep 2022 - Current 1
Nwz Retreat, LLC Andover, KS Nov 2017 - Current 6
Fred Liebau Iii - Sole Proprietor Wichita, KS Jul 1997 - Current 26
Cwm, LLC Omaha, NE Oct 2020 - Sep 2022 1
Driven Wealth Strategies Wichita, KS Oct 2020 - Sep 2022 1
Liebau Greer Wealth Management Group, Inc. Wichita, KS May 2000 - Sep 2022 22
Liebau Greer Wealth Management Group, Inc. Wichita, KS May 2000 - Sep 2022 22
Lg Advisory Group, LLC Wichita, KS Oct 2016 - Dec 2020 4
United Planners Financial Services Scottsdale, AZ Sep 2016 - Apr 2020 3
Cetera Advisors, LLC Denver, CO Jun 2006 - Sep 2016 10
Cetera Advisors, LLC Denver, CO Mar 2004 - Sep 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Fred F. Liebau
Phone Number: 650-571-1934
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    4,346
    MILLIONS
  • Total Number of Accounts
    8,802
    ACCOUNTS
  • Average Account Value
    $493,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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