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).
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Total Assets Under Management34MILLION
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Total Number of Accounts603ACCOUNTS
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Average Account Value$56,200
- 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 12 years of experience in the finance industry.
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.
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.