June Ann  Schroeder,  CFP<sup>&reg;</sup> - Financial Advisor

June Ann Schroeder, CFP®

RN,

Vice President

Liberty Financial Group, Inc.

700 Pilgrim Pkwy, Ste 300
Elm Grove, WI 53122-2063
(888) 750-1377
(262) 785-1377

General

June Ann Schroeder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Liberty Financial Group, Inc. in Elm Grove, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RN

Insurance Licenses

  • Life insurance: WI
  • Health/disability insurance: WI
  • Property/casualty: WI

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

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