Leo BarczewskiCRD Number: 5408867
Current Firm: Nfp Advisor Services, LLC
Leo Barczewski (CRD# 5408867) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Nashville, IL and has over 9 years of experience in the finance industry.
Investment Centers Of America, Inc.
Oneamerica Securities, Inc.
Raymond James Financial Services Advisors, Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||< 1|
|Nfp Securities Inc.||Nashville, IL||May 2009 - Apr 2016||6|
|Saint Louis University||St. Louis, MO||Apr 2008 - May 2009||1|
|Nfp Securities, Inc.||Nashville, IL||Jan 2008 - Apr 2008||< 1|
|Uvest Financial Services Group Inc.||Charlotte, NC||Aug 2007 - Jan 2008||< 1|
|Bankers Life And Casualty||Chesterfield, MO||Jan 2007 - Jan 2008||1|
|Rolling Acres||Richview, IL||Jan 2000 - Dec 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV