Brittan Leiser (CRD# 6869870) is an Investment Advisor Representative working at Oneseven in Chagrin Falls, OH and has over 6 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven Llc Dba Mb Wealth Management Group | Beachwood, OH | Mar 2020 - Current | 4 |
| Savviher | Beachwood, OH | Nov 2018 - Current | 5 |
| Stratos Wealth Advisors, LLC | Beachwood, OH | Jul 2019 - Mar 2020 | < 1 |
| We Are One Seven, LLC | Beachwood, OH | Jul 2017 - May 2019 | 1 |
| General Mills Company | Minneapolis, MN | Jun 2014 - Jun 2017 | 3 |
| Target Corporation | Minneapolis, MN | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- OH
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
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