Fred Liebau Jr.
Advisor at Farrecian Investments 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.
Advisor at Farrecian Investments 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.
Location
Wichita, KS 67218
Credentials
Series 63, Series 65
Industry experience
39 years
Fred Liebau is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior work includes roles at LG Advisory Group, United Planners Financial Services, Cetera Advisors LLC, and operating as a sole proprietor since 1998. Liebau also maintains a licensed insurance practice, working as an insurance agent. Farrecian Investments Inc is a small independent advisory firm specializing in non-discretionary management of variable annuity and variable life subaccounts, financial planning, and referrals to third-party managers. The firm serves individual investors, high-net-worth clients, and business entities, focusing on assembling and monitoring allocations within insurance contracts and providing periodic financial reviews.
Based on Farrecian Investments Inc
Financial planning fixed fees ranging from $500 to $2,500.
$0+: Up to 1.25% annually for variable annuity and life management services (negotiable) $0+: 2.00% annually - Strategic Portfolios (GI total fee) $0+: 1.80% annually - Tactical Portfolios (GI total fee) $0+: 1.70% annually - Allocation & Defined Outcome Portfolios (GI total fee) $0+: 1.00% annually - Preservation Portfolios (GI total fee) $0+: 1.50% annually - Private Wealth Portfolios (GI total fee) $0+: $300 flat fee - Client Directed Accounts (GI fee)
Insurance commissions received by representative (approx. 10% of compensation).
$200 per hour for financial planning services.
Fee-only: Financial planning fees charged either hourly or fixed fee basis, no commissions on advisory fees.
4601 East Douglas Ave, Suite 100
Wichita, KS 67218
Kansas · Texas
Farrecian, Inc.
2020 - Present (6 years)
LG Advisory Group, LLC
2019 - 2019 (1 year)
United Planners' Financial Services of America a Limited Partner
2016 - 2018 (2 years)
United Planners Financial Services
2016 - 2018 (2 years)
Cetera Advisors LLC
2013 - 2016 (3 years)
FFL, Corp
2008 - Present (18 years)
Francis Wade Enterprises, LLC
2002 - Present (24 years)
Liebau Greer Wealth Management Group, Inc. (DBA)
2000 - 2019 (19 years)
Sole proprietor
1998 - Present (28 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.
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