Eric
Lueptow
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Eric Lueptow is a financial advisor based in Minneapolis, Minnesota, working with Cliftonlarsonallen Wealth Advisors, LLC. Eric has previously held positions 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. Eric has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Eric is part of Cliftonlarsonallen Wealth Advisors, LLC, which operates out of Minneapolis, Minnesota. The firm has 37 offices and 153 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cliftonlarsonallen Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details
$7,977,801,363
153
19,942
$400,050
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
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
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
Englewood, CO
Minneapolis, MN
Bellevue, WA
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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