Elle Leberg (CRD# 7763795) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLC | Stevens Point, WI | Jun 2023 - Current | < 1 |
| University Of Wisconsin-madison | Madison, WI | Sep 2022 - May 2023 | < 1 |
| Wipfli Financial | Wausau, WI | Jun 2022 - Aug 2022 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Sep 2021 - May 2022 | < 1 |
| Sand Valley Golf Resort | Rome, WI | May 2021 - Oct 2021 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Sep 2020 - May 2021 | < 1 |
| Greenfield Rehabilitation Agency | Wausau, WI | May 2020 - Aug 2020 | < 1 |
| Sand Valley Golf Resort | Rome, WI | May 2020 - Aug 2020 | < 1 |
| University Of Dubuque | Dubuque, IA | Sep 2019 - May 2020 | < 1 |
| Connexus Credit Union | Wisconsin Rapids, WI | Jun 2019 - Aug 2019 | < 1 |
| Assumption High School | Wisconsin Rapids, WI | Sep 2015 - May 2019 | 3 |
| St Paul's Lutheran Church & School | Wisconsin Rapids, WI | Jul 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- WI
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Total Assets Under Management7,978MILLIONS
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Total Number of Accounts19,942ACCOUNTS
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Average Account Value$400,050
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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