Jennifer E. Liebert

FLYWAY FINANCIAL

Steele, ND

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CRD#: 6761635

Professional summary

Jennifer Elizabeth Liebert, who also goes by Jennifer Elizabeth Martin, is a registered financial advisor currently at FLYWAY FINANCIAL located in Steele, North Dakota.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jennifer has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Elizabeth Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Name: Triple Rock Haven, LLC Investment related: No Address: 3250 29th Ave SE Steele, ND 58482 Nature: Farm Position: Farmer Relationship: Owner Start date: 01/2023 Approximate number of hours/month: 40 hours/month Approximate number of hours/month during securities trading hours: 0 hours/month during securities trading hours Duties: Establishing and preparing to launch a regenerative agriculture based farm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Elizabeth Liebert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2023 - Present

FLYWAY FINANCIAL

RIA

CRD#: 324454

Steele, ND

Past

June 3, 2017 - November 23, 2022

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

MANDAN, ND

Past

April 6, 2017 - November 23, 2022

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

MANDAN, ND

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Dakota
(3/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/11/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2017

General Securities Representative Examination

Current Firm

FLYWAY FINANCIAL

FLYWAY FINANCIAL | FLYWAY FINANCIAL LLC

CRD#: 324454 / SEC#:

North Dakota

Registered Investment Advisory firm - (3/21/2023 Approved)

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Contact information

Main Address

Steele, ND

Mailing Address

P.o. Box 334, Steele, ND 58482

Phone number

(701) 428-1068

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 5,970,387

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennifer E. Liebert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Elizabeth Liebert's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLYWAY FINANCIAL

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2017

Series 63

Date: 5/4/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2017

Current Firm

FLYWAY FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLYWAY FINANCIAL

TRUST BUT VERIFY

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