Joseph LeuchtmannCRD Number: 3188950
Current Firm: Lpl Financial LLC
Joseph Leuchtmann (CRD# 3188950) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. Joseph Leuchtmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Lpl Financial LLC||St. Louis, MO||Oct 2011 - Current||6|
|Securities America Advisors, Inc.||St. Louis, MO||Mar 2005 - Oct 2011||6|
|Securities America, Inc.||St Louis, MO||Feb 2005 - Oct 2011||6|
|Skyline Realty, LLC||St. Louis, MO||Jul 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1999|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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)
- Educational seminars/workshops