Andrew Liebaert

Andrew Liebaert Email and Phone Number

Superior, WI, US
Andrew Liebaert's Location
Superior, Wisconsin, United States, United States
Andrew Liebaert's Contact Details

Andrew Liebaert work email

Andrew Liebaert personal email

About Andrew Liebaert

Drew Liebaert has been in the financial services industry for over 17 years. He works under the premise of “How can I make someone’s life better?” Since day one, he has built and grown a practice centered around his client's personal and financial well-being. He believes that for a family to thrive, they need the ability to focus on what drives them. Ensuring the clients know their financial lives are professionally cared for helps create that space. Drew began his career at Merrill Lynch in 2007. In 2009, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, having undergone extensive education in analyzing and developing personal, long-term financial strategies for clients. Since 2010, he has worked on the RIA side of the business, creating strategic partnerships with CPAs and other professionals, creating a holistic approach to best serve clients.In 2024, he became a Registered Player Financial Advisor with the NFL Players Association (This is not an endorsement of the NFLPA). Drew lives in Superior, WI, with his wife and three daughters.

Andrew Liebaert's Current Company Details
Liebaert Advisory Group

Liebaert Advisory Group

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President
Superior, WI, US
Andrew Liebaert Work Experience Details
  • Liebaert Advisory Group
    President
    Liebaert Advisory Group
    Superior, Wi, Us
  • Belpointe Wealth Management
    Senior Wealth Advisor
    Belpointe Wealth Management Dec 2015 - Present
    Greenwich, Ct, Superior, Wi
    Analysis and Advisory Relationships, both personal and financial
  • Tuttle Wealth Management
    Core Advisor
    Tuttle Wealth Management Oct 2010 - Present
    Superior, Wi
    Analysis and Advisory Relationships, both personal and financial
  • Liebaert Advisory Group
    President
    Liebaert Advisory Group Jul 2015 - Present
    Superior, Wi
  • Cpaplus Network
    Advisor
    Cpaplus Network Oct 2010 - Mar 2021
    Support CPA Firms nationwide with quality of life and practice developmentCPAPlus Network is a national nonprofit peer-to-peer network of small CPA, EA, and accounting firms formed to exchange best practices. As a group, we collaborate on both ideas and engagements. The result of this is our ability to create effective systems, tools, and strategies for practice growth and efficiencies--all based on collective experience, and without the high cost of traditional peer groups.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Feb 2008 - Sep 2010
    Bloomington, Mn
  • Merrill Lynch
    Resident Director Assistant
    Merrill Lynch Jan 2007 - Feb 2008
    Bloomington, Mn

Andrew Liebaert Skills

Mutual Funds Finance Financial Advisory Investments Retirement Asset Management Retirement Planning Wealth Management Alternative Investments Financial Services 401k Portfolio Management Strategic Financial Planning Investment Advisory Asset Allocation Series 7 Estate Planning Tactical Planning 401 Retirement Savings Plans Trading Financial Planning

Andrew Liebaert Education Details

Frequently Asked Questions about Andrew Liebaert

What company does Andrew Liebaert work for?

Andrew Liebaert works for Liebaert Advisory Group

What is Andrew Liebaert's role at the current company?

Andrew Liebaert's current role is President.

What is Andrew Liebaert's email address?

Andrew Liebaert's email address is an****@****ail.com

What schools did Andrew Liebaert attend?

Andrew Liebaert attended University Of Minnesota - Carlson School Of Management.

What skills is Andrew Liebaert known for?

Andrew Liebaert has skills like Mutual Funds, Finance, Financial Advisory, Investments, Retirement, Asset Management, Retirement Planning, Wealth Management, Alternative Investments, Financial Services, 401k, Portfolio Management.

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