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LIBERTY FINANCIAL GROUP, INC.

ELM GROVE, WI · CRD 111272 · IAPD ↗ · 262-785-1377

$194.3MRegulatory AUM
1Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — LIBERTY FINANCIAL GROUP, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — LIBERTY FINANCIAL GROUP, INC. reported RAUM up 55% ($125.2M -> $194.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.