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Joseph Andrew Leibfried

Joseph A. Leibfried

STACKSTONE WEALTH | Financial Advisor
DUBUQUE, IA 52003
Some features on this profile are disabled
CRD#: 6130214
Joseph Andrew Leibfried
Joseph Andrew LeibfriedSTACKSTONE WEALTH

Professional summary

Joseph Andrew Leibfried, CFP®, who also goes by Joe Leibfried, is a registered financial advisor currently at STACKSTONE WEALTH, LLC located in Dubuque, Iowa.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joseph has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Financial Planning
Retirement Planning
Business Services
Investment Management

Aliases

Joe 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. BALANCED GROWTH PARTNERS, LLC; CO-OWNER; HOLDING COMPANY FOR STACKSTONE WEALTH, LLC; MANAGE FIRM BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 10/13/2016; 60 HOURS PER MONTH; 40 TO 50 DURING TRADING HOURS. 2. JBL, LLC; OWNER; MANAGE ADVISORY BUSINESS (JBL, LLC IS AN OWER OF BALANCED GROWTH PARTNERS); 16848 COUNTRY CLUB DR, PEOSTA, IA, 52068; INVESTMENT-RELATED; 12/31/2021; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 3. 100 MEN WHO CARE: TRI-STATE AREA; THE 100 MEN WHO CARE: TRI-STATE AREA GROUP NO LONGER OPERATES UNDER THE UMBRELLA OF RESOURCES UNITE. WE'VE ESTABLISHED THIS GROUP AS A 501C3 ORGANIZATION. AT LEAST 100 MEMBERS ARE ACTIVE WITHIN THE GROUP, AND EACH DONATES $100 AT OUR QUARTERLY EVENT. THROUGH A SELECTION PROCESS, ALL DONATIONS WILL GO TO OTHER LOCAL NONPROFIT ORGANIZATIONS; 6505 WELLINGTON LANE, DUBUQUE, IA, 52003; NOT INVESTMENT-RELATED; 07/20/2015; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 4. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 01/13; HOURS AS NEEDED TO SERVICE CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Andrew 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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

June 24, 2026 - Present

STACKSTONE WEALTH, LLC

Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003
RIA
CRD#: 342692
DUBUQUE, IA
Past

January 1, 2013 - July 1, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Dubuque, IA
Past

November 14, 2012 - July 1, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Dubuque, IA

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
Iowa
(6/24/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 12/30/2012
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 11/13/2012
General Securities Representative Examination

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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - STACKSTONE WEALTH, LLC (6/24/2026)
0

Red Flags

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

Company Information

STACKSTONE WEALTH, LLC

Financial AdvisorCRD#: 342692Dubuque, IA 52003

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Contact information

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