CRD Number: 5872877
Current Firm: Orchard Financial
Compensation Model: Fee Only
Leah Coleman (CRD# 5872877) is Fee-Only, Investment Advisor Representative working at Orchard Financial Group in Austin, TX, and has over nine (9) years of experience in the finance industry. As the powerhouse financial planner behind this women-led, fee-only advisory firm, she specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Her focus is to offer unbiased financial advice and become a committed ally to your goals that enriches your life and builds confidence in your future.
Leah Coleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct. These rules put clients' interests first and comply with the Financial Planning Practice Standards
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|Blend Financial, Inc Dba Origin Financial||San Francisco, CA||Dec 2020 - Current||2|
|Orchard Financial Group, LLC||Austin, TX||Dec 2018 - Current||4|
|Waterloo Capital Management||Austin, TX||Apr 2018 - Dec 2018||< 1|
|Raymond James||Austin, TX||Oct 2013 - Apr 2018||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S66||NASAA Uniform Combined State Law Examination||Feb 2016|
Total Assets Under Management5MILLIONS
Total Number of Accounts70ACCOUNTS
Average Account Value$75,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Orchard Financial Group (“Orchard Financial”) is a registered investment adviser offering advisory services in the States of Texas and Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This website’s presence on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Orchard Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Orchard Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and our firm makes no representations as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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