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Joseph Andrew Leibfried

Joseph A. Leibfried

WEST STATE WEALTH MANAGEMENT GROUP | Financial Advisor
DUBUQUE, IA 52003
Some features on this profile are disabled
CRD#: 6130214
Joseph Andrew Leibfried
Joseph Andrew LeibfriedWEST STATE WEALTH MANAGEMENT GROUP

Professional summary

Joseph Andrew Leibfried, CFP®, who also goes by Joe Leibfried, is a registered financial advisor currently at WEST STATE WEALTH MANAGEMENT GROUP, 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

Comprehensive Financial Planning
Retirement Planning
Small Business Planning
Investment Planning

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.
The advisor shows no other business activity.

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

WEST STATE WEALTH MANAGEMENT GROUP, 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

State Security Law Exam
RR
IAR
Series 66
Date: 12/30/2012
Uniform Combined 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: 11/13/2012
General Securities Representative 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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Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Financial AdvisorCRD#: 342692Dubuque, IA 52003

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