Tiffany
Leherr
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Tiffany Leherr is a certified financial planner working out of Englewood, Colorado with a total of 2 years of industry experience. Leherr currently works for Cliftonlarsonallen Wealth Advisors, LLC. During their career, Leherr has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Rodgers & Associates, Cliftonlarsonallen Wealth Advisors, LLC and First National Bank Of Omaha. Leherr has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Cliftonlarsonallen Wealth Advisors, LLC is a financial advisory business based out of Minneapolis, MN. The investment advisory business has offices in 38 locations and a total of 154 advisors. It handles $7 billion in assets across its 18,665 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 41 charities and foundations. Of its 18,665 client accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Cliftonlarsonallen Wealth Advisors, LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types charged by Cliftonlarsonallen Wealth Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details
$6,753,872,946
154
18,665
$361,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Tiffany Leherr Work History
Tiffany has been registered as a financial advisor for 2 years.*
Cliftonlarsonallen Wealth Advisors, LLC
First National Bank Of Omaha
Rodgers & Associates
Rodgers & Associates
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tiffany Leherr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cliftonlarsonallen Wealth Advisors, LLC
Milwaukee, WI
Minneapolis, MN
Minneapolis, MN
Middleton, WI
King Of Prussia, PA
Eau Claire, WI
Minneapolis, MN
West Hartford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
