Leach, Bickmore & Weiss Wealth Management, LLC

Leach, Bickmore & Weiss Wealth Management, LLC (CRD# 281302) is a financial advisory firm headquartered in Madison, WI. They manage $14,349,678 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $103,983
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
  • Other
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.

WI

Financial Advisors at Leach, Bickmore & Weiss Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel J. Weiss
CRD#: 5826411
6425 Odana Road, Suite 25, Madison, WI 53719
93
Wealthminder
score

Daniel Weiss (CRD# 5826411) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 6 years of experience in the finance industry.

2
Timothy S. Bickmore
CRD#: 6172674
6425 Odana Road, Suite 25, Madison, WI 53719
90
Wealthminder
score

Timothy Bickmore (CRD# 6172674) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 3 years of experience in the finance industry. Timothy Bickmore 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.

3
Nathaniel M. Leach
CRD#: 6130228
6425 Odana Road, Suite 25, Madison, WI 53719
90
Wealthminder
score

Nathaniel Leach (CRD# 6130228) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 4 years of experience in the finance industry.

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