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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Ember zenithBridge
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
About Liberty Advisers Inc.
Liberty Advisers (Lincoln, NE) provides virtual wealth management across the Midwest, combining fee-only fiduciary financial planning with ongoing investment management. The firm follows a structured five-step planning process and supports clients with regular reviews plus webinars and workshops. Portfolios are built around diversified allocations with meaningful ETF use, and the practice leverages tools like ByAllAccounts for account aggregation.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
Craig Douglas
--
- CRD
- --
- Ownership
- 10% but less than 25%
CONNIE JOHN REHA
Chief Compliance Officer, Financial Consultant, President
- CRD
- #2984026
- Ownership
- 10% but less than 25%
Momentum foundation
Prime atlas
- CRD
- #58497
- Ownership
- 19.3%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,972,258 | -- |
| Non-Discretionary | $950,331 | -- |
| Total | $19,922,589 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,922,589
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $692,044,121 | 41.2% |
| Cash | $278,833,311 | 16.6% |
| Equity - OTC | $472,000,966 | 28.1% |
| Municipal Bonds | $236,840,342 | 14.1% |
| Total | $1,679,718,740 | 100.0% |