Joseph LeibfriedCRD Number: 6130214
Current Firm: Ameriprise Financial Services, Inc.
Joseph Leibfried (CRD# 6130214) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Dubuque, IA and has over 5 years of experience in the finance industry. Joseph Leibfried has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Ameriprise Financial Services, Inc.||Dubuque, IA||Oct 2012 - Current||5|
|Dardis Clothiers||Coralville, IA||Jan 2012 - Jan 2014||2|
|The University Of Iowa||Iowa City, IA||Feb 2010 - Dec 2012||2|
|The University Of Iowa||Iowa City, IA||Aug 2009 - Dec 2012||3|
|Rockwell Collins, Inc.||Cedar Rapids, IA||May 2012 - Aug 2012||< 1|
|Southwestern Company||Nashville, TN||Oct 2010 - Aug 2011||< 1|
|Avalon Service Center, Inc.||Rickardsville, IA||Aug 2002 - Aug 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY