Leading Edge Financial Planning

Leading Edge Financial Planning (CRD# 287644) is a financial advisory firm headquartered in Wichita, KS. They manage $33,888,765 in 603 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $56,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, KS, TX

Financial Advisors at Leading Edge Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Michael S. Proctor
CRD#: 5748341
515 S Main St, Suite 103, Wichita, KS 67202

Michael Proctor (CRD# 5748341) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has over 12 years of experience in the finance industry.

2
Bryan J. Looper
CRD#: 7231131
2800 Cornerstone Dr. B-1 U-2, Pagosa Springs, CO 81147

Bryan Looper (CRD# 7231131) is an Investment Advisor Representative working at Leading Edge Financial Planning in Pagosa Springs, CO and has over 4 years of experience in the finance industry.

3
Lyndon J. Zielke
CRD#: 7121741
515 S Main St, Suite 103, Wichita, KS 67202

Lyndon Zielke (CRD# 7121741) 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.

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