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Simon M Liegel

CLF Asset Management, Inc.

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About Simon M Liegel

Simon Liegel is an Investment Advisor Representative associated with Clf Asset Management, Inc. Simon has been in the industry for more than 15 years and is registered with the state of Wisconsin. Simon also holds the Series 6, 7, 63, and 65 licenses and the SIE. Simon provides financial planning, portfolio management, and pension consulting services to individuals and pension plans.

Firm Information

Simon Liegel is currently registered with CLF Asset Management, Inc.. CLF Asset Management, Inc. is an investment advisor with approximately $105,879,934 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately 927 clients, including 91 high-net-worth individuals and 4 pension and profit-sharing plans.

$105.88M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory services

Advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Simon Liegel’s Registration & Firm History

WI

06/27/2016 - Present

CLF Asset Management, Inc. (MADISON WI)

WI

11/07/2011 - 06/29/2016

WOODBURY FINANCIAL SERVICES, INC. (MADISON WI)

WI

08/08/2007 - 11/11/2011

SIGNATOR INVESTORS, INC. (MADISON WI)

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Licenses & Designations

IA

Issued 07/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Simon M Liegel.
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