Brittany Loeffelholz, CFP®
LPL Financial Advisor
With over 15 years of experience in Wealth Management and Financial Planning, Brittany Loeffelholz, helps individuals and families preserve their wealth with clarity and confidence. She is passionate about financial planning and helping her clients achieve their financial goals, especially their “bucket-list” goals along with helping them feel confident in their retirement years. She earned a bachelor’s degree in economics from the University of Colorado, Master of Business Administration from Loras College and is a Certified Financial Planner ®.
Brittany lives in Dubuque, Iowa with her husband, Scott and two daughters, Nora and Grace. Brittany enjoys spending time running and is trying to complete a race in every state.
Holds the series 7 & 65 securities license through LPL financial.