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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lueptow is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, a firm with offices in Minneapolis, Minnesota. Eric is registered with the state of Wisconsin to provide both investment advisory and brokerage services. Eric has been in the financial industry since 2021. Eric has experience with a variety of client types, including high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, individuals other than high-net-worth individuals, and charitable organizations. Eric's firm offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Eric is a registered representative and investment advisor representative.
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
08/25/2022 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
WI
01/29/2021 - 08/18/2022
CETERA FINANCIAL SPECIALISTS LLC (FOND DU LAC WI)
BOTH
Issued 02/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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