Robert Eklund (CRD# 7317768) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Monument, CO and has over 3 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Southwest Airlines | Dallas, TX | Aug 2022 - Current | 1 |
Leading Edge Financial Planning, LLC | Minglewood, CO | Nov 2020 - Current | 3 |
Southwest Airlines | Dallas, TX | Dec 2013 - Aug 2022 | 8 |
United States Air Force Reserve | Peterson Air Force Base, CO | May 2000 - Jul 2021 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CO
-
Total Assets Under Management274MILLIONS
-
Total Number of Accounts1,213ACCOUNTS
-
Average Account Value$225,612
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IL, LA, NC, NV, OK, SC, TN, TX, VA
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