Leonard Leetzow, financial advisor Sarasota FL

Leonard Leetzow

CRD Number: 305671
Current Firm: Wealth Planning And Design LLC

Leonard Leetzow (CRD# 305671) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 43 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Wr Wealth Planners, LLC Columbia, MO Mar 2023 - Current 1
Wealth Planning And Design LLC Sarasota, FL Dec 2019 - Current 4
Wealth Planning And Design LLC Sarasota, FL Dec 2015 - Current 8
Leetzow Group LLC Sarasota, FL Jan 2013 - Current 11
Wealth Planning And Design LLC Sarasota, FL Dec 2015 - Feb 2023 7
Nepsis Advisor Services, Inc. Minneapolis, MN Oct 2012 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1980
S65 NASAA Investment Advisors Law Examination May 1991
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 Leonard E. Leetzow
Phone Number: 941-361-1484
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $204,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, NC, NH, NY, TX

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