Eric
Lueptow
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Eric Lueptow is a financial advisor based in Minneapolis, Minnesota who has 1 year of relevant experience. Lueptow is an employee of Cliftonlarsonallen Wealth Advisors, LLC. Throughout their career, they have worked at Cetera Financial Specialists LLC, Huberty & Associates S.C, Huberty Wealth Management, Accurate Controls, Inc, Fortifi Bank, Choice Bank, Full-Time Education, Cetera Investment Advisers LLC and Cliftonlarsonallen Wealth Advisors, LLC. Lueptow maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Cliftonlarsonallen Wealth Advisors, LLC is a registered investment business operating out of Minneapolis, MN. The company has offices in 38 locations and a total of 154 advisors. It controls $7 billion in assets among its 18,665 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 41 charitable organizations. Of its 18,665 client accounts, 25% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a diverse assortment of services, such as 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 fees usually vary depending on which services are offered. However, fees billed by Cliftonlarsonallen Wealth Advisors, LLC can include 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
Eric Lueptow Work History
Eric has been registered as a financial advisor for 1 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Huberty & Associates S.C
Huberty Wealth Management
Accurate Controls, Inc
Fortifi Bank
Choice Bank
Full-Time Education
*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 Eric Lueptow 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
Middleton, WI
West Hartford, CT
Eau Claire, WI
Minneapolis, MN
Milwaukee, WI
Minneapolis, MN
Minneapolis, MN
Baxter, MN
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.
