Steven LeiningerCRD Number: 1041102
Current Firm: Thomas Wirig Doll
Steven Leininger (CRD# 1041102) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 34 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Twd Payroll, Inc.||Walnut Creek, CA||Jul 2014 - Current||2|
|Capital Performance Advisors LLP||Walnut Creek, CA||Jul 2007 - Current||9|
|Pensionone Advisors, Inc.||Walnut Creek, CA||Jul 2004 - Current||12|
|Thomas, Wirig, Doll & Company, Cpas, A Prof Corp||Walnut Creek, CA||May 1984 - Current||32|
|Capital Performance Advisors, Inc.||Walnut Creek, CA||Feb 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
Total Assets Under Management1,029MILLIONS
Total Number of Accounts2,566ACCOUNTS
Average Account Value$400,889
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, ID, NV, TX, UT
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.