Liberty One Investment Management

Firm record

As recorded in SEC IAPD

Firm CRD

304290

SEC number

801-116826

Firm type

RIA

Assets under management

$1.1B as of Mar 14, 2026

Website

www.linkedin.com/company/liberty-one-investment-management ↗

Phone

847-680-9255

Address

1509 N. Milwaukee Ave., Libertyville, IL, 60048

Advisors at this firm

13 in our index · page 1 of 1

• Sean Thomas BeltonCRD 2470317 · Crescent Springs, KY
  IA RegisteredRegistration inactive
• Jared Nevel BosleyCRD 6055599 · Covington, KY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Robert CrowellCRD 5872908 · Colorado Springs, CO
  IA RegisteredRegistration inactive
• Brayden Wayne CummingsCRD 6805623 · Phoenix, AZ
  IA Registered
• Phillip Michael GoberCRD 4913355 · Fremont, UT
  IA RegisteredRegistration inactive
• Steven Allen GroveCRD 6484592 · Omaha, NE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin Charles McqueenCRD 6353041 · Florence, KY
  IA RegisteredRegistration inactive
• Karen Michelle MillsCRD 4205398 · Verona, KY
  IA Registered
• Eric MillerCRD 2324497 · Lithia, FL
  IA Registered
• Nicholas Kengguan NgCRD 6332774 · The Villages, FL
  IA RegisteredRegistration inactive
• Peter John OrthCRD 2176861 · Wilmington, NC
  IA RegisteredRegistration inactive
• Logan Alexander SummersCRD 6480564 · Kansas City, MO
  IA RegisteredRegistration inactive
• Elizabeth Marie ThurmanCRD 7113074 · Florence, KY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.