Advisor at Flyway Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Steele, ND
Credentials
Series 63, Series 65
Industry experience
8 years
Jennifer 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
North Dakota
Flyway Financial LLC
2023 - Present (3 years)
Triple Rock Haven, LLC
2023 - Present (3 years)
Foundation for Rural Resources Management and Sustainability
2018 - 2024 (6 years)
Securian Financial Services, Inc.
2017 - 2022 (5 years)
Minnesota Life Insurance Co.
2017 - 2022 (5 years)
Securian Financial Advisors of North Dakota, Inc.
2017 - 2022 (5 years)
Country West Real Estate
2015 - 2017 (2 years)
Fruition Developments, LLC
2014 - 2021 (7 years)
Kidder County Ambulance Service
2010 - 2020 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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