Linda Leitz (CRD# 2311643) is an Investment Advisor Representative working at Peace Of Mind Financial Planning, Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry. Linda Leitz 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.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peace Of Mind Financial Planning, Inc. | Colorado Springs, CO | Aug 2017 - Current | 6 |
| It's Not Just Money, Inc. | Colorado Springs, CO | Jan 1995 - Dec 2017 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
- CO
- TX
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts417ACCOUNTS
-
Average Account Value$276,532
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, TX
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