About the Erenberger Wealth Management Group

Our approach is rooted in the relationships we build with our clients. We start by getting to know you and identifying your needs, goals and passions. Then we partner with you to develop a financial plan that aligns with your vision for the future.

Collectively, our team has 46 years of financial industry experience. Our established practice allows us to focus on you and tailor our recommendations for your specific objectives.

LeAnn Erenberger CFP U.S. Bancorp Investments

LeAnn Erenberger, CFP®

Wealth Management Advisor
U.S. Bancorp Investments

Bailey Winter U.S. Bancorp Investments

Bailey Dorrington

Wealth Management Advisor
U.S. Bancorp Investments

Meet our team

Heather Wild U.S. Bancorp Investments

Heather Wild

Wealth Management Associate
U.S. Bancorp Investments

DaLaina Olds U.S. Bancorp Investments

Liz Foster

Wealth Management Associate
U.S. Bancorp Investments

Engaged in our community

Both LeAnn and Bailey actively support our local community. LeAnn is a member of the Board of Directors and Board of Trustees for Theater Cedar Rapids and volunteers with the SEMP meal program quarterly. Bailey is a member of, and recently accepted the 1st Vice Chair position for, the Boys and Girls Club of the Corridor Board of Directors and is involved with the management of the club.

Our services

Our offices

Primary office

222 2nd Avenue S.E.
Cedar Rapids, IA 52401

Secondary office

5321 Council Street N.E.
Cedar Rapids, IA 52402

Insights from our experts

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

6 year-round tax tips

Thoughtful planning year-round can help you reduce your tax liabilities.

Annual financial review checklist

From planning for a major purchase to considering income in retirement, it’s a good idea to annually assess your financial goals. Our financial review checklist is a good place to start.

Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bancorp Investments is a marketing logo for U.S. Bancorp Investments.

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Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

The information provided represents the opinion of U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.

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The Erenberger Wealth Management Group is a marketing name for LeAnn Erenberger and Bailey Dorrington, Wealth Management Advisors of U.S. Bancorp Investments.