John M. Leonard, LLC

John M. Leonard, LLC (CRD# 134756) is a financial advisory firm headquartered in Douglas, MI. They manage $23,804,059 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at John M. Leonard, LLC
Showing 1 - 1 of 1 top financial advisors.
John M. Leonard
CRD#: 1326397
201 Center Street, Douglas, MI 49406

John Leonard (CRD# 1326397) is an Investment Advisor Representative working at John M. Leonard, LLC in Douglas, MI and has over 33 years of experience in the finance industry. John Leonard 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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