Leann Erenberger is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Dubuque, IA, with 35 years of industry experience. Leann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
435 John F. Kennedy Rd, Dubuque, IA, 52002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leann serves on the Board of Directors and Executive Committee for Theatre Cedar Rapids, a community theatre, and is the Secretary for the Board and Foundation Board. She dedicates minimal time to this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations28 states
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