Don Leander, financial advisor Colorado Springs CO

Don Leander

CRD Number: 1031780
Current Firm: Financial Planning Strategies, LLC

Don Leander (CRD# 1031780) is an Investment Advisor Representative working at Financial Planning Strategies, LLC in Colorado Springs, CO and has over 41 years of experience in the finance industry. Don Leander 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.

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Professional Designations
Company Name Location Dates Years
Financial Planning Strategies Denton, TX Oct 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Contact Info for Don C. Leander
Phone Number: 719-266-5335
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $537,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, TX

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