Elle
Leberg
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Elle Leberg is a financial advisor based in Stevens Point, Wisconsin, working with Cliftonlarsonallen Wealth Advisors, LLC. Elle has previously held positions at St Paul's Lutheran Church & School, Assumption High School, Connexus Credit Union, University of Dubuque, Greenfield Rehabilitation Agency, Sand Valley Golf Resort, University of Wisconsin-Madison, Wipfli Financial, and Cliftonlarsonallen Wealth Advisors, LLC. Elle has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Elle is part of Cliftonlarsonallen Wealth Advisors, LLC, which operates out of Stevens Point, Wisconsin. 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
Elle Leberg Work History
Cliftonlarsonallen Wealth Advisors, LLC
Wipfli Financial
University Of Wisconsin-Madison
Sand Valley Golf Resort
University Of Wisconsin-Madison
Greenfield Rehabilitation Agency
Sand Valley Golf Resort
University Of Wisconsin-Madison
Connexus Credit Union
University Of Dubuque
Assumption High School
St Paul'S Lutheran Church & School
Disclosures
Please visit the SEC profile of Elle Leberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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