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James E. Liebert

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.