Scott G. Leibfried
STACKSTONE WEALTH | Private Wealth Advisor
DUBUQUE, IA 52003
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CRD#: 2954512
Scott Gerard LeibfriedSTACKSTONE WEALTH
Professional summary
Scott Gerard Leibfried, ChFC®, who also goes by Reggie Leibfried, Scott Leibfried, is a registered financial advisor currently at STACKSTONE WEALTH, LLC located in Dubuque, Iowa.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Scott has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
Min. Asset: $50K–$100K
1,000+ clients
Services Offered
Risk Management & Insurance
Financial Planning
Estate & Legacy Planning
Retirement Planning
Specializations
Equity Compensation
Aliases
Reggie Leibfried | Scott Leibfried
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. DYNAMIC DIRECTIONS; LEADERSHIP & COACHING; CONSULTING; 2708 NEW HARTFORD RD, OWENSBORO, KY, 42303; NOT INVESTMENT-RELATED; 01/01/2023; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 2. BALANCED GROWTH PARTNERS, LLC; CO-OWNER; MANAGE AMERIPRISE BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 10/13/2016; 60 HOURS PER MONTH; 40 TO 59 DURING TRADING HOURS. 3. HFLF BOARD OF DIRECTORS; BOARD MEMBER; 2100 ASBURY RD, SUITE #2, DUBUQUE, IA, 52001; INVESTMENT-RELATED; 05/29/2025; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 4. DYNAMIC DIRECTIONS D2, INC.; VICE-PRESIDENT - SERVE ON THE EXECUTIVE LEADERSHIP TEAM FOR THIS COACHING AND CONSULTING BUSINESS TO FINANCIAL ADVISORS.; 2708 NEW HARTFORD RD, OWENSBORO, KY, 42303; NOT INVESTMENT-RELATED; 01/01/2023; 10 TO 19 HOURS PER MONTH; 10 TO 19 DURING TRADING HOURS. 5. MILGS, LLC; OWNER; MANAGE ADVISORY BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; NOT INVESTMENT-RELATED; 11/01/2022; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 6. SGL TANGIBLES, LLC; ENTITY CONSISTING OF PHYSICAL BUSINESS PROPERTY SUCH AS FURNITURE, EQUIPMENT, BUSINESS VEHICLE, LAND, AND OFFICE FACILITY THAT WILL BE LEASED TO BALANCED GROWTH PARTNERS, LLC; 805 CENTURY DR, DUBUQUE, IA 52002; NOT INVESTMENT-RELATED; 10/01/2015; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 7. MASON MOTOR SPORTS, LLC; ENTITY CONSISTING OF MOTORIZED RECREATIONAL EQUIPMENT AND VEHICLES; 805 CENTURY DR, DUBUQUE, IA 52002, 10/01/2015; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 8. SGL, LLC; SMALL AIRCRAFT FOR PERSONAL, BUSINESS, AND LEASING; 805 CENTURY DR, DUBUQUE, IA 52002, 10/01/2015; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 9. BALANCED GROWTH PARTNERS 401K PLAN; TRUSTEE; 805 CENTURY DR DUBUQUE, IA 52002; 01/01/2017; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 10. CLARITY CLINIC; BOARD MEMBER; 3365 HILLCREST RD, DUBUQUE, IA, 52002; NOT INVESTMENT-RELATED; 09/01/2021; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS / MILGS, LLC; PROVIDE LEADERSHIP, MARKETING, AND OPERATIONS CONSULTING TO BALANCED GROWTH PARTNERS, LLC, ALONG WITH OTHER FINANCIAL ADVISOR PRACTICES. SERVE AS THE MANAGING MEMBER FOR SGL, LLC.; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; NOT INVESTMENT-RELATED; 11/01/2022; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 11. BOOK AUTHORSHIP; AUTHORED A BOOK CALLED "CLIMBING WEALTH" THAT HIGHLIGHTS THE VALUE OF ENGAGING IN A TEAM OF PROFESSIONALS TO HELP THE READER ACHIEVE THEIR FINANCIAL GOALS. AMERIPRISE AND MY TEAM NAME--STACKSTONE WEALTH IS NOT MENTIONED IN THIS BOOK.; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 04/01/2026; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 12. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 11/97; HOURS AS NEEDED TO SERVICE CLIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Gerard Leibfried's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 24, 2026 - Present
STACKSTONE WEALTH, LLC
Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003RIA
CRD#: 342692
DUBUQUE, IA
Past
January 1, 1999 - July 2, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Lake Geneva, WI
Past
October 21, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 21, 1997 - July 2, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Lake Geneva, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(7/27/2026)
IAR
Florida(8/19/2026)
IAR
Illinois(6/24/2026)
IAR
Iowa(6/24/2026)
IAR
Michigan(6/24/2026)
IAR
Minnesota(7/27/2026)
IAR
Missouri(7/27/2026)
IAR
Nebraska(7/31/2026)
IAR
New Hampshire(7/27/2026)
IAR
Texas(7/27/2026)
IAR
Wisconsin(6/24/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SW
STACKSTONE WEALTH, LLC
STACKSTONE WEALTH, LLC | WEST STATE WEALTH MANAGEMENT GROUP, LLC
CRD#: 342692 / SEC#: 801-136461
RIA
Registered Investment Advisory firm - (6/10/2026 120-Day Approval)Loading...
Contact information
Main Address
6601 Boulder Brook Court, Dubuque, IA 52003
Mailing Address
Phone number
(563) 552-7000
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (11 States and Territories)
Red Flags
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Company Information
STACKSTONE WEALTH, LLC
Private Wealth AdvisorCRD#: 342692Dubuque, IA 52003TRUST BUT VERIFY
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Contact information
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