Chase Leach, financial advisor Topeka KS
93 score

Chase Leach

CRD Number: 5880479
Current Firm: Gradient Advisors, LLC

Chase Leach (CRD# 5880479) is an Investment Advisor Representative working at Gradient Advisors, LLC in Topeka, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Arden Hills, MN Jan 2012 - Current 4
Tax Advisory Group Topeka, KS Mar 2007 - Current 9
Usa Tax & Ins Svc Dba American Investment Services Palm Harbor, FL Jan 2011 - Jan 2012 1
Seamon High School Topeka, KS Mar 2005 - Aug 2008 3
Prodigy Soccer Club Topeka, KS Mar 2005 - Aug 2008 3
Benefits Assistance Co Topeka, KS Jan 2005 - Mar 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Chase A. Leach
Phone Number: 877-885-0508
Registered State(s):
  • CO
  • KS
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $33,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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