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Elle Nicole Smits

Cliftonlarsonallen Wealth Advisors, LLC

Stevens Point, WI

Minneapolis, MN

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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-10-27
WI RA APPROVED 2023-08-18
  • MN RA
    APPROVED
    Since 2025-10-27
  • WI RA
    APPROVED
    Since 2023-08-18

Branch Locations

3125 John Joanis Drive, Stevens Point, WI 54482 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assumption High School Wisconsin Rapids WI 09/2015 05/2019
Connexus Credit Union Wisconsin Rapids WI 06/2019 08/2019
University Of Dubuque Dubuque IA 09/2019 05/2020
Greenfield Rehabilitation Agency Wausau WI 05/2020 08/2020
Sand Valley Golf Resort Rome WI 05/2020 08/2020
University Of Wisconsin-Madison Madison WI 09/2020 05/2021
Sand Valley Golf Resort Rome WI 05/2021 10/2021
University Of Wisconsin-Madison Madison WI 09/2021 05/2022
Wipfli Financial Wausau WI 06/2022 08/2022
University Of Wisconsin-Madison Madison WI 09/2022 05/2023
Cliftonlarsonallen Wealth Advisors, Llc Stevens Point WI 06/2023 Present
  • 09/2015 → 05/2019
    Assumption High School
    Wisconsin Rapids, WI
  • 06/2019 → 08/2019
    Connexus Credit Union
    Wisconsin Rapids, WI
  • 09/2019 → 05/2020
    University Of Dubuque
    Dubuque, IA
  • 05/2020 → 08/2020
    Greenfield Rehabilitation Agency
    Wausau, WI
  • 05/2020 → 08/2020
    Sand Valley Golf Resort
    Rome, WI
  • 09/2020 → 05/2021
    University Of Wisconsin-Madison
    Madison, WI
  • 05/2021 → 10/2021
    Sand Valley Golf Resort
    Rome, WI
  • 09/2021 → 05/2022
    University Of Wisconsin-Madison
    Madison, WI
  • 06/2022 → 08/2022
    Wipfli Financial
    Wausau, WI
  • 09/2022 → 05/2023
    University Of Wisconsin-Madison
    Madison, WI
  • 06/2023 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Stevens Point, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-06-27
S65 Uniform Investment Adviser Law Examination 2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2024-06-27
  • S65 Uniform Investment Adviser Law Examination
    2023-08-18
Designations
Other Names
  • Elle Leberg
  • Elle Nicole Leberg

View on SEC IAPD

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Other Investors

MICHAEL JAMES HENSCHEL
EUGENE DANIEL SCHULFER
LOUANN SCHULFER
JAMES JOSEPH ROBINSON
SCOTT MATTHEW BIERTZER
Dorece Berray Johnson
BENJAMIN AKIRO LAWS
JOSEPH THOMAS WATSON

Other Offices

LPL FINANCIAL LLC · STEVENS POINT, WI
LPL FINANCIAL LLC · STEVENS POINT, WI
ASSOCIATED INVESTMENT SERVICES, INC. · STEVENS POINT, WI
EDWARD JONES · STEVENS POINT, WI
EVEXIA WEALTH, LLC · STEVENS POINT, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Stevens Point, WI
LPL FINANCIAL LLC · STEVENS POINT, WI
BROOKSTONE WEALTH ADVISORS, LLC · Stevens Point, WI

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