A complete list of active advisors currently associated with Liberty Advisers Inc.
Warmer can help you find a great advisor at Liberty Advisers Inc. or one who fits your needs even better.
Liberty Advisers Inc. provides discretionary and non‑discretionary portfolio management, financial planning, and related advisory services to business owners, families, individuals, and high‑net‑worth clients. The firm manages roughly $19.9 million across about 61 client relationships and also offers management of held‑away defined contribution plan participant accounts. Investment programs are tailored to documented client objectives and risk tolerance, with ongoing monitoring and at least quarterly reviews; Liberty can implement strategies on either a discretionary or non‑discretionary basis. The firm uses technical analysis and may employ long‑ and short‑term positions, trading and options strategies, and offers both modular (hourly) and comprehensive (fixed‑fee) financial planning engagements. Compared with peers, the firm’s president is also a licensed insurance agent affiliated with the firm’s insurance entities and dedicates a portion of time to those insurance activities, a relationship the brochure discloses and describes procedures to mitigate. The firm also routinely offers free online and in‑person educational events and uses a third‑party platform to manage held‑away retirement plan participant accounts—services noted in the brochure as less common among similar independent advisers.
To learn more about the advisors currently working at Liberty Advisers Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lincoln, NE
| 21
|
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