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Our Mission

To be the leading, independent wealth planning practice in the Lake Country Area

We assist individuals and business owners with designing comprehensive wealth planning strategies to help our clients:

  • Guard Against Uncertainty
  • Accumulate Investment Assets
  • Manage Financial Distributions

The History

For over three decades, Liebert Financial Services has been helping families and business owners in the Lake Country Area plan and protect their financial futures. Our relationship with NFP Corp., Kestra IS and Kestra AS allows us to retain our independence while having access to state of the art financial plans and technology resources.

Learn more about our Staff

James E. Liebert

Investment Advisor Representative*, Principal



Jim Liebert is the owner of Liebert Financial Services, LLC and Partner of Wealth Strategies, LLP. His office is located in Hartland, Wisconsin. For over 30 years, Jim has specialized in estate, investment and retirement planning. His firm is a member of NFP Corp. Life & Benefits, a premier financial services company with over 200 offices located throughout the United States. He is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. 

Jim is a lifelong resident of the Lake Country area and holds a BA in Economics from the University of Wisconsin - Madision. He is active in the community, serving as past-president of the Hartland Lions, Lake Country Rotary Club and the Hartland Chamber of Commerce. Jim and his wife, Cathy, have been married for 30 years and have two children, Kay-C age 18 and Billy, age 17. Jim enjoys hunting, fishing, gardening and golf.

Jill Peterson

Operations Manager



Jill has been with Liebert Financial Services since 1993. In addition to coordinating office functions and executing brokerage and IRA transactions, she manages the servicing of existing and new business.

Jill is a lifelong resident of the Lake Country. She is married to Ron and they have 3 grown children, Tami, Tina, and Jamie.