AL
CFP
AL
CFP

Andrew Jeff Liebaert

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

Superior, WI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew works as a hockey referee for the Minnesota State High School League and Wisconsin Interscholastic Athletic Association, dedicating a few hours per week. He also serves as a board member for the Seaway Hockey Referee Association, a service provider for Belpointe Services LLC (taking about half of his time), owner of Liebaert Advisory Group, Inc., and treasurer for SAHA (Superior Amateur Hockey Association).

Employment History
Current Registrations
Belpointe Asset Management LLC
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Tuttle Tactical Management, LLC
September 2014 - March 2016 · 1 yr 6 mos
Tuttle Wealth Management, LLC
August 2012 - March 2018 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - September 2010 · 3 yrs 2 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.