Fred Francis Liebau

Current Employers

Employment History

• 03/2004 → 09/2016
  Cetera Advisors, Llc
  Denver, CO
• 09/2016 → 04/2020
  United Planners Financial Services
  Scottsdale, AZ
• 06/2006 → 09/2016
  Cetera Advisors, Llc
  Denver, CO
• 10/2016 → 12/2020
  Lg Advisory Group, Llc
  Wichita, KS
• 11/2017 → Present
  Nwz Retreat, Llc
  Andover, KS
• 07/1997 → Present
  Fred Liebau Iii - Sole Proprietor
  Wichita, KS
• 05/2000 → 09/2022
  Liebau Greer Wealth Management Group, Inc.
  Wichita, KS
• 10/2020 → 09/2022
  Cwm, Llc
  Omaha, NE
• 10/2020 → 09/2022
  Driven Wealth Strategies
  Wichita, KS
• 05/2000 → 09/2022
  Liebau Greer Wealth Management Group, Inc
  Wichita, KS
• 09/2022 → Present
  Lake Life Financial Planning
  Wichita, KS
• 03/2026 → Present
  Portfolio Medics
  Bonita Springs, FL

Previous Registrations

• 2022-09-14 → 2026-03-20
  Mariner Independent
  Wichita, KS
  Wichita, KS
• 2020-10-27 → 2022-09-16
  Cwm, Llc
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Omaha, NE
• 2016-10-04 → 2020-12-31
  Lg Advisory Group, Llc
  Wichita, KS
  Wichita, KS
• 2016-09-30 → 2016-10-28
  United Planners' Financial Services Of America A Limited Partner
  Wichita, KS
  Scottsdale, AZ
  Wichita, KS
  Moorestown, NJ
• 2006-06-27 → 2016-10-06
  Cetera Advisors Llc
  Overland Park, KS
  Wichita, KS

Other Businesses

Mr. Liebau, through his firms Lake Life Financial and Fred Liebau III, acts as an independent insurance agent for various insurance firms. In this role he transacts insurance products including annuities. He spends approximately 40 hours a month during market and non-market hours in this endeavor. He is also an owner of vacation rental properties through his firm MWZ Retreat. He spends approximately 10 hours a month during market and non-market hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-26
• S63 Uniform Securities Agent State Law Examination
  2000-09-28

Other Names

• Trey Liebau
• Fred Francis Liebau Iii