Leigh Platt, financial advisor Grand Rapids MI

Leigh Platt

CRD Number: 6561594
Current Firm: Voisard Asset Management Group

Leigh Platt (CRD# 6561594) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Voisard Asset Management Grand Rapids, MI Jul 2017 - Current 3
Voisard Asset Management Grand Rapids, MI Oct 2016 - Current 4
Principal Life Insurance Company Grand Rapids, MI Nov 2015 - Oct 2016 < 1
Princor Financial Services Corporation Grand Rapids, MI Nov 2015 - Oct 2016 < 1
Peppino's Downtown Grand Rapids, MI Oct 2009 - Mar 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2016
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Leigh A. Platt
Phone Number: 616-988-5778
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $265,195
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, MI, OH, TN, TX

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