Advisor at Liberty Advisers Inc.
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.
Firm
Liberty Advisers Inc.
Location
Lincoln, NE
Credentials
Series 63, Series 65
Industry experience
21 years
Connie Reha is a financial advisor at Liberty Advisers Inc. in Lincoln, Nebraska, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has held leadership roles including president and chief compliance officer of Liberty Wealth Management Inc. and Reha Inc., insurance agencies offering life, health, long-term care insurance, and annuities. Liberty Advisers Inc. provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to business owners, families, individuals, and high-net-worth clients. The firm manages approximately $19.9 million across about 61 client relationships, tailoring investment programs to client objectives and risk tolerance using a range of strategies and offering both modular and comprehensive planning engagements.
Based on Liberty Advisers Inc.
Based on Liberty Advisers Inc.
Fixed fee between $750 and $2,500 for comprehensive financial planning
$0+: Maximum 2.0% annually for discretionary direct asset management $0+: Maximum 1.0% annually for assets held away
$75 per hour for modular financial planning
Fee-only: Hourly fee of $75 per hour for modular financial planning; fixed fee between $750 and $2,500 for comprehensive financial planning
Lincoln, NE
Iowa · Nebraska · Texas
Liberty Wealth Management Inc.
2022 - Present (4 years)
Liberty Wealth Management Inic.
2020 - Present (6 years)
Liberty Advisers Inc.
2020 - 2022 (2 years)
Liberty Advisers, Inc.
2015 - Present (11 years)
Reha Group Inc.
2013 - 2018 (5 years)
Liberty Wealth Management Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
Lincoln, NE
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Series 63, Series 65
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CFP®, Series 63, Series 65
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R2 Wealth Management Partners
Series 65
Lincoln, NE
R2 Wealth Management Partners
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