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Scott Gerard Leibfried

Scott G. Leibfried

WEST STATE WEALTH MANAGEMENT GROUP | Private Wealth Advisor
DUBUQUE, IA 52003
Some features on this profile are disabled
CRD#: 2954512
Scott Gerard Leibfried
Scott Gerard LeibfriedWEST STATE WEALTH MANAGEMENT GROUP

Professional summary

Scott Gerard Leibfried, ChFC®, who also goes by Reggie Leibfried, Scott Leibfried, is a registered financial advisor currently at WEST STATE WEALTH MANAGEMENT GROUP, 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

Executive services/Equity compensation
Insurance
Financial planning
Trust & estate planning
Institutional consulting
Retirement planning

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Gerard Leibfried's CRS (Customer Relationship Summary).
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®
ChFC®

Chartered Financial Consultant

Experience

Current

June 24, 2026 - Present

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003
RIA
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
Illinois
(6/24/2026)
IAR
Iowa
(6/24/2026)
IAR
Michigan
(6/24/2026)
IAR
Wisconsin
(6/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/23/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/1999
General Securities Principal Examination

Current Firm

WS
WEST STATE WEALTH MANAGEMENT GROUP, LLC
WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA
Registered Investment Advisory firm - (6/10/2026 120-Day Approval)
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Contact information

Main Address
7 West State Street Suite 100, Sharon, PA 16146
Mailing Address
Phone number
(971) 371-3450
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A DISCLOSURE BROCHURE - WEST STATE WEALTH MANAGEMENT GROUP, LLC (5/11/2026)
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Private Wealth AdvisorCRD#: 342692Dubuque, IA 52003

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Contact information

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xxxxx@xxxx.xxx

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