Norbert Lieblang
Norbert Lieblang is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Deer Park, IL, with 27 years of industry experience. Norbert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
Deer Park, IL
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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.
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Norbert serves as a board member for the Apple Country Homeowners Association. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Distributors, L.L.C.Broker
Allstate Financial Services, LLCBroker
Alfs, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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.
Exams
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