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Current Employers
Liberty One Investment Management

1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-12
  • KY RA
    APPROVED
    Since 2025-11-12

Branch Locations

1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States

Florence, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Bank Florence KY 04/2016 05/2017
Fifth Third Securities Florence KY 06/2016 05/2017
Ftj Fundchoice, Llc Hebron KY 06/2017 10/2019
Aspiriant Cincinnati OH 11/2019 11/2020
Orion Portfolio Solutions, Llc Hebron KY 11/2020 11/2020
Liberty One Investment Management Libertyville IL 12/2020 Present
Avi Foodsystems Warren OH 07/2026 Present
  • 04/2016 → 05/2017
    Fifth Third Bank
    Florence, KY
  • 06/2016 → 05/2017
    Fifth Third Securities
    Florence, KY
  • 06/2017 → 10/2019
    Ftj Fundchoice, Llc
    Hebron, KY
  • 11/2019 → 11/2020
    Aspiriant
    Cincinnati, OH
  • 11/2020 → 11/2020
    Orion Portfolio Solutions, Llc
    Hebron, KY
  • 12/2020 → Present
    Libertyville, IL
  • 07/2026 → Present
    Avi Foodsystems
    Warren, OH
Previous Registrations
  • 2020-11-10 → 2020-11-11
    Orion Portfolio Solutions, Llc
    Hebron, KY
    Omaha, NE
  • 2017-08-18 → 2019-10-18
    Orion Portfolio Solutions, Llc
    Hebron, KY
  • 2016-07-25 → 2017-05-19
    Union, KY
    Florence, KY
  • 2015-04-17 → 2016-03-28
    Covington, KY
Other Businesses

(1) AVI Foodsystems; Not investment-related; 2590 Elm Road NE Warren, Ohio 44483; Food service company; Started: 7/13/2026; Market merchandiser; Stock/maintain vending machines and markets (non-securities related); 15 hours per week will be spent on the job, not during market hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-08
S63 Uniform Securities Agent State Law Examination 2014-08-26
  • S66 Uniform Combined State Law Examination
    2015-04-08
  • S63 Uniform Securities Agent State Law Examination
    2014-08-26
Other Names
  • Ben Mcqueen

View on SEC IAPD

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