Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Tyer Leherr is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Tiffany has been in the financial services industry since 1996 and has a strong track record of providing comprehensive financial planning and investment management services to her clients. Tiffany is a Certified Financial Planner™ professional and holds the Series 7, Series 10, Series 9, Series 63, Series 65, and Series 66 securities licenses. Tiffany has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Tiffany is committed to providing her clients with personalized financial advice and guidance that meets their individual needs.
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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2
MN
09/11/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
PA
08/13/2010 - 10/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
TX
07/08/2002 - 08/18/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
11/04/1996 - 05/01/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 09/09/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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