Fred Liebau
Fred Liebau is a registered investment advisor at Farrecian Investments INC, based in Wichita, KS, with 39 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 44 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farrecian Investments manages variable annuity and life insurance assets for a fee not exceeding 1.25% annually. The fee is negotiable and billed quarterly. Farrecian also refers clients to third-party managers (TPMs) such as Gradient Investments. If you are referred to a TPM, you will be billed according to the TPM's fee schedule. For example, Gradient Investments charges between 1.00% and 2.00% annually, depending on the portfolio type. Farrecian receives a portion of the TPM's fee for the referral.
Location
4601 East Douglas Ave, Suite 100, Wichita, KS, 67218
Get directionsHistory
Regulatory History (9)
Regulatory
December 2001Regulatory
May 1999Customer Dispute
June 1997Customer Dispute
September 1995Customer Dispute
June 1994Customer Dispute
March 1994Customer Dispute
August 1985Civil
August 1985Customer Dispute
November 1984Other Business ActivitiesSells Insurance
Fred works as an insurance agent, selling and servicing insurance products since 1998. This takes about 10-20% of his time, with some of that time occurring during securities trading hours.
Employment History
Current Registrations
Farrecian Investments INC
Previous Registrations
Lg Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Cetera Advisors LLC
Prosperity Network, INC
Cetera Advisors LLCBroker
The Merchanthouse Securities, INC.Broker
Locust Street Securities, INC.Broker
Primeline Securities CORP.Broker
Titan Capital CorporationBroker
Westlake Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.