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Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Steele, ND
Flyway Financial
Independent
Total advisors
1Clients per advisor
27 HighAvg AUM per client
$294,073 LowHNW client ratio
0% LowJennifer Liebert is a financial advisor at Flyway Financial with eight years of industry experience. She holds the Series 63 and Series 65 designations. Prior to founding Flyway Financial, she worked at Securian Financial Services and related affiliates for five years. Outside of advisory work, she is the owner of Triple Rock Haven, LLC, a regenerative agriculture farm. Flyway Financial is a fee-only registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm provides investment management and financial planning services, employing an asset allocation strategy based on Modern Portfolio Theory with both passive and active investments, and offers socially responsible investing options upon request.
Based on Flyway Financial
Based on Flyway Financial
Project-Based Financial Planning: fixed fees range from $600 to $1,800; initial fee of $500 collected in advance. Educational Seminars: fees up to $25 per participant.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Ongoing Financial Planning: recurring fixed fees range from $275 to $750 monthly, paid in arrears.
Fee-only: Fee-only firm; compensated solely by fees paid by Clients, no commissions.
Steele, ND
Steele ND
Advisors at this office
1
North Dakota
9 years of industry experience
Flyway Financial LLC
2023 - Present • 3 years
Steele, ND
Triple Rock Haven, LLC
2023 - Present • 3 years
Steele, ND
Foundation for Rural Resources Management and Sustainability
2018 - 2024 • 6 years
Tuttle, ND
Securian Financial Services, Inc.
2017 - 2022 • 5 years
St. Paul, MS
Minnesota Life Insurance Co.
2017 - 2022 • 5 years
St. Paul, MN
Securian Financial Advisors of North Dakota, Inc.
2017 - 2022 • 5 years
Mandan, ND
Country West Real Estate
2015 - 2017 • 2 years
Bismarck, ND
Fruition Developments, LLC
2014 - 2021 • 7 years
Steele, ND
Kidder County Ambulance Service
2010 - 2020 • 10 years
Steele, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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