Greenleaf Financial Group

Greenleaf Financial Group (CRD# 137933) is a financial advisory firm headquartered in Indianapolis, IN. They manage $72,461,808 in 376 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $192,718
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IN, NY, TX

Financial Advisors at Greenleaf Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer S. Hartman
CRD#: 5107049
5900 Wilshire Boulevard, Suite 2600, Los Angeles, CA 90036
96
Wealthminder
score

Jennifer Hartman (CRD# 5107049) is an Investment Advisor Representative working at Greenleaf Financial Group in Los Angeles, CA and has over 11 years of experience in the finance industry. Jennifer Hartman 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.

2
Kathleen E. Hartman
CRD#: 2759014
2555 E. 55th Pl., Suite 213, Indianapolis, IN 46220
96
Wealthminder
score

Kathleen Hartman (CRD# 2759014) is an Investment Advisor Representative working at Greenleaf Financial Group in Indianapolis, IN and has over 21 years of experience in the finance industry. Kathleen Hartman 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.

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