Nathaniel Leach, financial advisor Madison WI
90 score

Nathaniel Leach

CRD Number: 6130228
Current Firm: Leach, Bickmore & Weiss Wealth Management, LLC

Nathaniel Leach (CRD# 6130228) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 4 years of experience in the finance industry.

Similar Advisors
Lisa Andrews, financial advisor Madison WI
Lisa M. Andrews
CRD# 3038887
Perk Planning
Similar Advisors
Kathryn Hankard, financial advisor Madison WI
Kathryn S. Hankard
CRD# 5264456
Fiscal Fitness, LLC
Similar Advisors
Christopher Rich, financial advisor Madison WI
Christopher D. Rich
CRD# 2369596
Enrich Financial Partners LLC
Company Name Location Dates Years
Leach, Bickmore, & Weiss Wealth Management, LLC Madison, WI Oct 2015 - Current 1
Poehling Capital Management, Inc. Madison, WI Oct 2012 - Oct 2015 3
Unemployed Madison, WI May 2012 - Oct 2012 < 1
Usmc Quantico, VA Aug 2008 - May 2012 3
Nell's City Grill Lacrosse, WI Jan 2008 - Aug 2008 < 1
Unemployed Lacrosse, WI Sep 2007 - Jan 2008 < 1
Glacier Park Inc. St Mary's, MT Jun 2007 - Sep 2007 < 1
Kalamazoo College Kalamazoo, MI Sep 2006 - Jun 2007 < 1
Kalamazoo College Kalamazoo, MI Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Nathaniel M. Leach
Phone Number: 608-286-1321
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.