Leo PanzerCRD Number: 4570556
Current Firm: Honkamp Krueger Financial Services Inc.
Leo Panzer (CRD# 4570556) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Omaha, NE and has over 17 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Infinity Cpa Group||Omaha, NE||Oct 2008 - Current||9|
|Honkamp Krueger Financial Services||Dubuque, IA||Jan 2000 - Current||17|
|Darst & Associates||Omaha, NE||Aug 1975 - Sep 2008||33|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1999|
Total Assets Under Management2,334MILLIONS
Total Number of Accounts7,100ACCOUNTS
Average Account Value$328,708
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI