Scott Leibfried
Scott Leibfried is a ChFC-designated registered investment advisor at Stackstone Wealth, LLC, based in Dubuque, IA, with 28 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual management fee ranges up to 1.95% and can be structured as a flat percentage, flat dollar amount, or tiered fee schedule.
Fee Estimator
Location
6601 Boulder Brook Court, Dubuque, IA, 52003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an independent insurance broker with multiple companies since 2005 and co-owner of Balanced Growth Partners, LLC, managing the Ameriprise business. He also dedicates time to Dynamic Directions (as VP and through business ownership), MILGS, LLC, and other business activities, including SGL Tangibles, LLC and Mason Motor Sports, LLC.
Employment History
Current Registrations
Stackstone Wealth, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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