Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elle? Claim Your ProfileElle Nicole Leberg is a registered Investment Advisor Representative with CliftonLarsonAllen Wealth Advisors, LLC. Elle is licensed to provide financial advice in Wisconsin. Elle has been working in the financial industry for over 10 years and holds Series 63 and 65 licenses as well as the SIE. Elle has worked at multiple organizations in various roles including Greenfield Rehabilitation Agency and Sand Valley Golf Resort. Elle is currently registered with CliftonLarsonAllen Wealth Advisors, LLC and provides financial planning, pension consulting, and educational seminars. Elle specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
08/18/2023 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
BC
Issued 06/27/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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