Aaron Leatherwood, financial advisor Greenwood Village CO

Aaron Leatherwood

CRD Number: 6290648
Current Firm: Centerpiece Wealth Advisor

Aaron Leatherwood (CRD# 6290648) is an Investment Advisor Representative working at Centerpiece Wealth Advisor in Greenwood Village, CO and has over 8 years of experience in the finance industry. Aaron Leatherwood 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
College For Financial Planning Centennial, CO Mar 2014 - Current 10
Destiny Capital Corporation Lakewood, CO May 2019 - Feb 2021 1
Destiny Capital Securities Corp Lakewood, CO May 2019 - Jan 2021 1
Charles Schwab & Company, Inc. Lone Tree, CO Aug 2015 - May 2019 3
Schwab Private Client Investment Advisors Lone Tree, CO Aug 2015 - May 2019 3
Frontier Wealth Management LLC Lone Tree, CO Jan 2015 - Aug 2015 < 1
Cpfa LLC Greenwood Village, CO Jan 2007 - Jan 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Aaron F. Leatherwood
Phone Number: 720-296-5495
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $1,704,918
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, NC, TX

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