Leading Edge Financial Planning
Leading Edge Financial Planning (CRD# 287644) is a financial advisory firm headquartered in Wichita, KS. They manage $23,100,000 in 364 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management23MILLION
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Total Number of Accounts364ACCOUNTS
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Average Account Value$63,462
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, KS, TX
Michael Proctor (CRD# 5748341) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has over 11 years of experience in the finance industry. Michael Proctor 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.
Bryan Looper (CRD# 7231131) is an Investment Advisor Representative working at Leading Edge Financial Planning in Pagosa Springs, CO and has over 2 years of experience in the finance industry.
James Oswald (CRD# 7364290) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has 1 year of experience in the finance industry.
Dayton Schmalzried (CRD# 7385805) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has 1 year of experience in the finance industry. Dayton Schmalzried 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.
Jacob Swisher (CRD# 6667089) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has over 4 years of experience in the finance industry.
Lyndon Zielke (CRD# 7121741) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has over 3 years of experience in the finance industry. Lyndon Zielke 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.