Leanne L Fee

Employer firm

Stewardship Advisors, LLC CRD 277099

$545M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 01/2018
  Ameriprise Financial Services, Inc.
  Elizabethtown, PA
• 02/2018 → 10/2018
  Private Client Services
  Louisville, KY
• 01/2018 → Present
  Stewardship Advisors, Llc
  Mount Joy, PA

Previous Registrations

• 2012-06-14 → 2017-12-22
  Ameriprise Financial Services, Llc
  Elizabethtown, PA
• 2009-06-11 → 2012-05-03
  Rbc Capital Markets, Llc
  Lemoyne, PA
• 2009-06-01 → 2009-06-22
  Morgan Stanley
  Camp Hill, PA
• 2008-04-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Camp Hill, PA
  New York, NY
  Camp Hill, PA

Other Businesses

(1) 2005-Present: Notary Public/Not Investment Related/Mount Joy, PA/Notary/Involves up to 5% time each month, including during traditional business hours.//

Exams

• S66 Uniform Combined State Law Examination
  2006-09-22

Other Names

• Leanne Kay Lebo
• Leanne Kay Lebo
• Leanne Kay Lebo
• Leanne Lebo Adams
• Leanne L Adams