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Joe Leibfried, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Joe Leibfried

CFP®, CRPC, APMA

Financial Advisor

StackStone Wealth
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors Degree in Finance, 2012 The University of Iowa, Iowa City, IA

Awards & recognition

  • StackStone Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Wealth Advisors, 2022, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2023
  • StackStone Wealth, Ameriprise Client Experience Award, 2020, 2022

Community participation

Volunteer --Special Olympics of Iowa Winter Games

Founder--Tri-State Chapter of 100+ Men Who Care

Rising Star Award--Biz Times

Interests

My wife, Brittany, and I enjoy traveling and exploring all the world has to offer. We enjoy traveling internationally, and most of all, love exploring the Caribbean Islands. There is nothing better than shifting to “island time” as a little break in the winter! I look forward to sharing these travel experiences with our boys, Ty & Trey.

In addition to traveling, I enjoy cheering on the Iowa Hawkeyes and New York Yankees.

Golf has become a huge passion of mine (just ask Brittany) and I’d be on a course every day if time allowed!