Eric John Lueptow

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2020 → 03/2021
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2020 → 07/2022
  Huberty & Associates Sc
  Fond Du Lac, WI
• 10/2020 → 08/2022
  Huberty Wealth Management
  Fond Du Lac, WI
• 06/2019 → 04/2021
  Accurate Controls Inc
  Ripon, WI
• 02/2019 → 05/2019
  Fortifi Bank
  Green Lake, WI
• 11/2015 → 01/2019
  Choice Bank
  Oshkosh, WI
• 03/2021 → 08/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2021 → 08/2022
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2022 → 03/2025
  Cliftonlarsonallen Wealth Advisors Llc
  Appleton, WI
• 04/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-08-25 → 2025-03-25
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Minneapolis, MN
  Appleton, WI
• 2021-03-01 → 2022-08-18
  Cetera Investment Advisers Llc
  Fond Du Lac, WI
  Fond Du Lac, WI
  Ripon, WI

Other Businesses

B & E Storage LLC Type of business: Self Storage Units Markesan, WI Start date: 8/15/2022 Limited Partner Hours per week: 0 Hours during trading: 0 I am a limited partner. I am not involved with the day to day activities. Scott Street L & S LLC Type of business: Commercial Real Estate Markesan, WI Start date: 8/29/2023 Limited Partner Hours per week: 0 Hours during trading: 0 Desc: I am a limited partner and not involved with the day to day activities

Exams

• S66 Uniform Combined State Law Examination
  2021-02-26

Other Names

• Eric Lueptow
• Eric John Lueptow