Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Leonhardt is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Eric has been in the industry since 2017 and has a Series 7, Series 66, and SIE license. Eric works with a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Eric offers financial planning, portfolio management, pension consulting, and educational seminars. Eric is registered to provide financial advice in the state of Washington.
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.
1
2
MN
08/20/2019 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
WA
03/06/2017 - 08/15/2019
THRIVENT INVESTMENT MANAGEMENT INC. (EAST WENATCHEE WA)
BOTH
Issued 03/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Leonhardt is the right advisor for you? Invested Better is here to help.
