Connie Reha is a registered investment advisor at Liberty Advisers INC., based in Lincoln, NE, with 21 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 61 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Liberty Advisers manages your investments for an annual fee based on the value of your portfolio, with a maximum fee of 2.0%. This fee is negotiable. For assets held away, such as defined contribution plan participant accounts, the maximum annual fee is 1.0%. Fees are billed monthly in advance. You can end the agreement with 30 days' written notice.
Location
Lincoln, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Connie is the President & Chief Compliance Officer of Liberty Wealth Management Inc. and Reha Inc., both insurance agencies offering life, health, long-term care insurance, and annuities. She dedicates minimal time to managing these businesses.
Employment History
Current Registrations
Liberty Advisers INC.
Previous Registrations
Reha, INC., Registered Investment Advisor
Berthel Fisher & Company Financial Services, INC.
NFP Securities, INC.
Jefferson Pilot Securities CORP
Ing Financial Partners, INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Lincoln Financial Advisors Corporation
State Registrations3 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.