Leslie Herr (CRD# 4383165) is an Investment Advisor Representative working at Simplified Wealth Management, LLC in Barrington, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Our Family Office, LLC | Barrington, IL | May 2021 - Current | 2 |
| Simplified Wealth Management, LLC | Barrington, IL | Jan 2021 - Current | 3 |
| Simplified Wealth Management, LLC | Barrington, IL | Dec 2020 - Current | 3 |
| Signal Hill Partners, LLC | Barrington, IL | Aug 2019 - Current | 4 |
| Mjg Construction, LLC | Barrington, IL | Jan 2019 - Current | 5 |
| Auburn Group, LLC | Barrington, IL | Dec 2010 - Current | 13 |
| Jp Morgan Securities LLC | Lake Zurich, IL | Sep 2014 - Jan 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- AZ
- IL
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$449,388
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, IL, TX
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