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RIA / WealthAdvisor29 years in industry

FRED FRANCIS LIEBAU

Advisor at PORTFOLIO MEDICS, LLC

Wichita, KS | BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:1248df5d-c82a-c41d-c0b3-552cb54c0d32

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 27, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTFOLIO MEDICS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 5
Exams: S65|S63
First exam: Sep 28, 2000
First registration: Jun 27, 2006
Dual registered: no
Other names: TREY LIEBAU|FRED FRANCIS LIEBAU III
IAPD individual key: 4227147

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTFOLIO MEDICS, LLC	Independent wealth	Mar 23, 2026	n/a	yes	BONITA SPRINGS, FL\|Wichita, KS	Current employment
MARINER INDEPENDENT	Independent wealth	Sep 14, 2022	Mar 20, 2026	no	Wichita, KS\|Wichita, KS	Previous registration
CWM, LLC	Bd affiliated wealth	Oct 27, 2020	Sep 16, 2022	no	Wichita, KS\|Wichita, KS\|Wichita, KS\|OMAHA, NE	Previous registration
LG ADVISORY GROUP, LLC	n/a	Oct 4, 2016	Dec 31, 2020	no	WICHITA, KS\|WICHITA, KS	Previous registration
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Sep 30, 2016	Oct 28, 2016	no	Wichita, KS\|SCOTTSDALE, AZ\|Wichita, KS\|Moorestown, NJ	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Jun 27, 2006	Oct 6, 2016	no	OVERLAND PARK, KS\|WICHITA, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARINER INDEPENDENT	PORTFOLIO MEDICS, LLC	Mar 20, 2026	Mar 23, 2026	3	Firm change	RIA to RIA
CWM, LLC	MARINER INDEPENDENT	Sep 16, 2022	Sep 14, 2022	-2	Firm change	Ibd to RIA
LG ADVISORY GROUP, LLC	CWM, LLC	Dec 31, 2020	Oct 27, 2020	-65	Firm change after gap	Other
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	LG ADVISORY GROUP, LLC	Oct 28, 2016	Oct 4, 2016	-24	Firm change	Other
CETERA ADVISORS LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Oct 6, 2016	Sep 30, 2016	-6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10299:20804:KS:2016-10-06	Oct 6, 2016	Sep 30, 2016	WICHITA, KS	Firm change

Relationships

Registered with (6)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Mar 23, 2026 to presentfactForm ADV
→ MARINER INDEPENDENTRegistered adviserregistration: previous registration
Sep 14, 2022 to Mar 20, 2026factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Oct 27, 2020 to Sep 16, 2022factForm ADV
→ LG ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Oct 4, 2016 to Dec 31, 2020factForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Sep 30, 2016 to Oct 28, 2016factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Jun 27, 2006 to Oct 6, 2016factForm ADV

Dated events

Occurred
Mar 20, 2026
Advisor changed firm
Fred Francis Liebau left Mariner Independent for Portfolio Medics, Llc (registered 2026-03-23)
Form ADVobserved 4 days ago
Occurred
Sep 16, 2022
Advisor changed firm
Fred Francis Liebau left Cwm, Llc for Mariner Independent (registered 2022-09-14)
Form ADVobserved 4 days ago