Leslie VerkuilenCRD Number: 6192119
Current Firm: Retirement Wealth Advisors, LLC
Leslie Verkuilen (CRD# 6192119) is an Investment Advisor Representative working at Retirement Wealth Advisors, LLC in Neenah, WI and has over 8 years of experience in the finance industry.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Retirement Wealth Advisors, Inc.||Neenah, WI||Aug 2019 - Current||2|
|Independent Retirement Group||Neenah, WI||Jul 2019 - Current||2|
|Inpower Investments & Wealth Strategies||Neenah, WI||Nov 2013 - Current||8|
|New York Life Insurance Co||Milwaukee, WI||Oct 2014 - Aug 2019||4|
|Nylife Securities LLC||Milwaukee, WI||Oct 2014 - Aug 2019||4|
|American Enterprise||Des Moines, IA||Feb 2014 - Sep 2014||< 1|
|New York Life Ins||Appleton, WI||May 2013 - Feb 2014||< 1|
|Nylife Securities LLC||Appleton, WI||May 2013 - Feb 2014||< 1|
|Unemployed||Appleton, WI||Jan 2013 - May 2013||< 1|
|Bankers Life & Casualty||Chicago, IL||Jun 2007 - Jan 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,179MILLIONS
Total Number of Accounts15,782ACCOUNTS
Average Account Value$138,095
- 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
- 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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