Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC (CRD# 277149) is a financial advisory firm headquartered in Knoxville, TN. They manage $273,667,200 in 1,213 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    1,213
    ACCOUNTS
  • Average Account Value
    $225,612
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, NC, NV, OK, SC, TN, TX, VA

Financial Advisors at Leading Edge Financial Planning LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kevin N. Gormley
CRD#: 5921812
6921 Office Park Circle, Knoxville, TN 37909

Kevin Gormley (CRD# 5921812) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has 1 year of experience in the finance industry.

2
Charles P. Mattingly
CRD#: 5782195
6921 Office Park Circle, Knoxville, TN 37909

Charles Mattingly (CRD# 5782195) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 13 years of experience in the finance industry.

3
Jason E. Reagan
CRD#: 6293199
6921 Office Park Circle, Knoxville, TN 37909

Jason Reagan (CRD# 6293199) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 9 years of experience in the finance industry.

4
Mark Covell
CRD#: 7308356
6921 Office Park Circle, Knoxville, TN 37909

Mark Covell (CRD# 7308356) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 3 years of experience in the finance industry.

5
Jon L. Cremer
CRD#: 7557447
6921 Office Park Circle, Knoxville, TN 37909

Jon Cremer (CRD# 7557447) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has 1 year of experience in the finance industry.

6
Robert E. Eklund
CRD#: 7317768
6921 Office Park Circle, Knoxville, TN 37909

Robert Eklund (CRD# 7317768) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 3 years of experience in the finance industry.

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