Stackstone Wealth, LLC

Overview

Stackstone Wealth, LLC is an SEC registered investment adviser based in Dubuque, IA, registered since 2026. It has 19 investment adviser representatives.

Employees

27

Advisory reps

19

Registered since

2026

Jurisdictions

11

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Scott Gerard Leibfried Chief Executive Officer CRD 2954512
• Joseph Andrew Leibfried President CRD 6130214
• Stacy Leigh Sizemore Chief Compliance Officer CRD 4052029

Advisory reps 3 of 19

• Logan M Ben Insurance Agent · Investment Adviser Rep CRD 7056428
• April R Blasen Insurance Agent · Investment Adviser Rep CRD 4786258
• Deanna J Brown Insurance Agent · Investment Adviser Rep CRD 4249680

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6601 Boulder Brook Ct
Dubuque, IA 52003

County

Dubuque

Metro area

Dubuque, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 11 jurisdictions

Every state, with registration dates

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