Michael LeonardCRD Number: 3126509
Current Firm: Financial Advisory Service Inc.
Michael Leonard (CRD# 3126509) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 17 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Financial Advisory Service, Inc.||Leawood, KS||Jan 2002 - Current||14|
|Fas Corp.||Overland Park, KS||Sep 1998 - Current||18|
|Blue Chip Advisors||Leawood, KS||Apr 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management964MILLIONS
Total Number of Accounts3,075ACCOUNTS
Average Account Value$313,568
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IA, IL, KS, LA, MN, MO, NC, NE, NY, OK, TX, WI