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).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $63,462
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, KS, TX

Financial Advisors at Leading Edge Financial Planning
Showing 1 - 6 of 6 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 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.

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 2 years of experience in the finance industry.

3
James J. Oswald
CRD#: 7364290
515 S Main St, Suite 103, Wichita, KS 67202

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.

4
Dayton D. Schmalzried
CRD#: 7385805
515 S Main St, Suite 103, Wichita, KS 67202

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.

5
Jacob A. Swisher
CRD#: 6667089
515 S Main St, Suite 103, Wichita, KS 67202

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.

6
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 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.

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