Leia Breithaupt, financial advisor Springfield MO
89 score

Leia Breithaupt

CRD Number: 6163305
Current Firm: Bkd Wealth Advisors, LLC

Leia Breithaupt (CRD# 6163305) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Springfield, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bkd Wealth Advisors, LLC Springfield, MO Jan 2013 - Current 3
Commerce Bank Nixa, MO Jul 2011 - Jan 2013 1
Missouri State University Springfield, MO Aug 2009 - Dec 2012 3
Farmer's Market Belleville, IL Mar 2006 - Jan 2010 3
Belleville School District Belleville, IL Jan 2003 - May 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Leia Breithaupt
Phone Number: 417.866.5822
Firm Website: http://www.bkdwa.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,618
    MILLIONS
  • Total Number of Accounts
    3,588
    ACCOUNTS
  • Average Account Value
    $729,614
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MO, MS, NC, NE, OH, OK, OR, PA, TN, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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