Karl LeskovarCRD Number: 4471404
Current Firm: Mpm Wealth Advisors
Karl Leskovar (CRD# 4471404) is an Investment Advisor Representative working at Mpm Wealth Advisors in Grand Rapids, MI and has over 15 years of experience in the finance industry. Karl Leskovar 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.
Gabridge & Company Financial Advisors, LLC
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
|Mpm Wealth Advisors, Inc.||Grand Rapids, MI||Mar 2011 - Current||6|
|Beene, Garter LLP||Grand Rapids, MI||Oct 1980 - Current||36|
|Bg Investment Advisory Services Inc.||Grand Rapids, MI||Jan 1999 - Apr 2011||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
Total Assets Under Management438MILLIONS
Total Number of Accounts2,209ACCOUNTS
Average Account Value$198,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NY, OH, TN, TX, VA
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