Elle Nicole Smits

Employer firm

Cliftonlarsonallen Wealth Advisors, LLC CRD 38357

$14.4B regulatory AUM 575 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2024-06-27
• S65 Uniform Investment Adviser Law Examination
  2023-08-18

Designations

• Certified Financial Planner

Other Names

• Elle Leberg
• Elle Nicole Leberg