Leanne L Fee
Investment adviser representative at Stewardship Advisors, LLC
6 yearsExperience
1 stateRegistered in
$545.2MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Stewardship Advisors, LLCJan 2018 to now
- Private Client ServicesFeb 2018 to Oct 2018
- Ameriprise Financial Services, Inc.May 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stewardship Advisors, LLC
$545.2MAssets managed
687Clients
9Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4664019
- Firm CRD
- 277099