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 $68,435,393 in 519 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
6410 Enterprise Lane, Suite 120, Madison, WI 53719
https://www.linkedin.com/in/daweiss2/
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $131,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, NY, TX, UT, WI

Financial Advisors at Leach, Bickmore & Weiss Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Timothy Bickmore, financial advisor Madison WI
Timothy S. Bickmore
CRD#: 6172674
6410 Enterprise Lane, Suite 120, Madison, WI 53719

Timothy Bickmore (CRD# 6172674) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 10 years of experience in the finance industry.

2
Nathaniel Leach, financial advisor Madison WI
Nathaniel M. Leach
CRD#: 6130228
6410 Enterprise Lane, Suite 120, Madison, WI 53719

Nathaniel Leach (CRD# 6130228) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 11 years of experience in the finance industry.

3
Daniel Weiss, financial advisor Madison WI
Daniel J. Weiss
CRD#: 5826411
6410 Enterprise Lane, Suite 120, Madison, WI 53719

Daniel Weiss (CRD# 5826411) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 13 years of experience in the finance industry.

4
Kennidy Briggs, financial advisor Madison WI
Kennidy J. Briggs
CRD#: 7576089
6410 Enterprise Lane, Suite 120, Madison, WI 53719

Kennidy Briggs (CRD# 7576089) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has 1 year of experience in the finance industry.

5
Gary Grosskopf, financial advisor Madison WI
Gary F. Grosskopf
CRD#: 7262212
6410 Enterprise Lane, Suite 120, Madison, WI 53719

Gary Grosskopf (CRD# 7262212) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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