Leonard Sanford, financial advisor Denver CO

Leonard Sanford

CRD Number: 4419221
Current Firm: Denver Pwm, LLC

Leonard Sanford (CRD# 4419221) is an Investment Advisor Representative working at Denver Pwm, LLC in Denver, CO and has over 21 years of experience in the finance industry. Leonard Sanford 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.

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Professional Designations
Company Name Location Dates Years
Vista Private Wealth Partners LLC Denver, CO Aug 2015 - Current 8
Hpca Services Group Llc D/b/a Harmony Private Client Advisers Denver, CO Aug 2015 - Current 8
First Financial Equity Corporation Greenwood Village, CO Aug 2015 - Sep 2017 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2007 - Aug 2015 8
Northwestern Mutual Investment Services, LLC Milwuakee, WI Jun 2001 - Aug 2015 14
Northwestern Mutual Life Milwuakee, WI May 2001 - Aug 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Leonard S. Sanford
Phone Number: 720-354-3850
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    447
    MILLIONS
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $912,381
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

AZ, CA, CO, FL, ID, KS, MI, MO, NE, PA, SD, TX, UT, WA

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