Leslie Verkuilen, financial advisor Neenah WI

Leslie Verkuilen

CRD 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.

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Company Name Location Dates Years
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
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Leslie C. Verkuilen
Phone Number: 616-667-2150
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,179
    MILLIONS
  • Total Number of Accounts
    15,782
    ACCOUNTS
  • Average Account Value
    $138,095
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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