Leonardo Urzagaste (CRD# 7669542) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Middleton, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Middleton, WI | Oct 2022 - Current | 1 |
| University Of Wisconsin Credit Union | Madison, WI | Mar 2020 - Oct 2022 | 2 |
| Homemaking / At Home Parent | Madison, WI | Jan 2018 - Mar 2020 | 2 |
| Tds - Telephone & Data Systems | Madison, WI | Jun 2015 - Jan 2018 | 2 |
| Homemaking / At Home Parent | Madison, WI | Apr 2015 - Jun 2015 | < 1 |
| City Of Madison | Madison, WI | Apr 2015 - Apr 2015 | < 1 |
| Homemaking / At Home Parent | Madison, WI | Feb 2015 - Apr 2015 | < 1 |
| City Of Madison | Madison, WI | Feb 2015 - Feb 2015 | < 1 |
| Homemaking / At Home Parent | Madison, WI | Jan 2015 - Feb 2015 | < 1 |
| Target | Madison, WI | Nov 2014 - Dec 2014 | < 1 |
| Homemaking / At Home Parent | Madison, WI | Nov 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- WI
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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