BBB Accredited Business Profile

Liberty Financial Group, Inc.

Liberty Financial Group, Inc.

(262) 785-1377

Liberty Financial Group, Inc.

36 years in business
700 Pilgrim Pkwy Ste 300
Elm Grove, WI 53122-2064
Fax Numbers
  • (262) 785-6655
Additional Phone Numbers
  • (877) 750-1377
Additional Email Addresses
BBB File Opened: 11/04/1994
Business Started: 01/01/1981
Business Started Locally: 01/01/1981
Business Incorporated: 09/09/1992 in WI
Type of Entity
Business Management
  • Mr. Thomas M. Wargin, President
  • Ms. Shannon Nook, Vice President of Operations
  • Ms. June A. Schroeder, Financial Planner
  • Mr. David Wargin, Principal
Business Category
  • Financial Planning Consultants
  • Financial Consultants - No License Required
  • Investment Advisory Service
  • Pension & Profit Sharing Plans
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • NAICS: Investment Advice
  • Consultant - Employee Benefit Plans
  • Credit & Debt Counseling
  • Educational Consultants
  • Estate Planning & Management
  • Tax Return Preparation
  • Taxes - Consultants & Representatives

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



This company offers financial planning and fee-only investment management services for individuals and small businesses, including education funding, estate planning, employee benefits, pension and retirement plans, insurance consulting, portfolio analysis, and client-only tax preparation.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

M: 8:30 AM-5:30 PM
T: 8:30 AM-5:30 PM
W: 8:30 AM-5:30 PM
Th: 8:30 AM-5:30 PM
F: 8:30 AM-5:30 PM
Memorial Day to Labor Day: Mon-Thurs: 9AM to 5PM and Friday 9AM to 12PM
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Liberty Financial Group, Inc.

Liberty Financial Group, Inc.


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