Edward Leone, financial advisor Broomfield CO
96 score

Edward Leone

CRD Number: 5312944
Current Firm: Leone Personal Financial And Investment Planning LLC

Edward Leone (CRD# 5312944) is an Investment Advisor Representative working at Leone Personal Financial And Investment Planning LLC in Broomfield, CO and has over 10 years of experience in the finance industry. Edward Leone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Matt Carver, financial advisor Broomfield CO
Matt Carver
CRD# 5508035
Primerica Advisors
Similar Advisors
Mark Ballenger II, financial advisor Broomfield CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Broomfield CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Professional Designations
Company Name Location Dates Years
Ghp Investment Advisors, Inc. Denver, CO Jan 2010 - Current 6
American Dental Association Chicago, IL Oct 2006 - Current 10
Edward Leone Jr. Dmd Pc Thornton, CO Jul 1975 - Current 41
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Edward Leone
Phone Number: 303-478-6793
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.