Michelle Leichtner, financial advisor Denver CO

Michelle Leichtner

CRD Number: 4661731
Current Firm: Motley Fool Wealth Management, LLC

Michelle Leichtner (CRD# 4661731) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Denver, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tmf Investments Alexandria, VA Jan 2021 - Current 3
Motley Fool Wealth Management Denver, CO Nov 2020 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwood Village, CO Apr 2020 - Nov 2020 < 1
Smart Money Group, LLC Centennial, CO Aug 2018 - Apr 2020 1
Calton & Associates, Inc. Centennial, CO Jul 2018 - Apr 2020 1
Bank Of America, N.a. Pennington, NJ Nov 2017 - Jul 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Sep 2017 - Jul 2018 < 1
Unemployed Wake Forest, NC Oct 2004 - Aug 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michelle M. Leichtner
Phone Number: 844-408-4390
Registered State(s):
  • CO
  • VA
By the Numbers
  • Total Assets Under Management
    1,877
    MILLIONS
  • Total Number of Accounts
    4,627
    ACCOUNTS
  • Average Account Value
    $405,629
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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