Leafhouse Financial Advisors, LLC

Leafhouse Financial Advisors, LLC (CRD# 149694) is a financial advisory firm headquartered in Austin, TX. They manage $2,972,000,000 in 649 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,972
    MILLION
  • Total Number of Accounts
    649
    ACCOUNTS
  • Average Account Value
    $4,579,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

LA, MT, NE, NY, TX, UT

Financial Advisors at Leafhouse Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Todd A. Kading
CRD#: 3070933
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730
96
Wealthminder
score

Todd Kading (CRD# 3070933) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 19 years of experience in the finance industry. Todd Kading 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
Brandon C. Bienek
CRD#: 5913428
6011 West Courtyard Drive, Suite 405, Building 5, Austin, TX 78730
93
Wealthminder
score

Brandon Bienek (CRD# 5913428) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry.

3
Adrian E. Ramirez
CRD#: 4955337
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730
93
Wealthminder
score

Adrian Ramirez (CRD# 4955337) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 12 years of experience in the finance industry.

4
Michael A. Hawkins
CRD#: 6147381
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730
90
Wealthminder
score

Michael Hawkins (CRD# 6147381) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 4 years of experience in the finance industry.

5
Karla Lastra
CRD#: 6727227
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730
87
Wealthminder
score

Karla Lastra (CRD# 6727227) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

6
Neal M. Weaver
CRD#: 2971832
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730
83
Wealthminder
score

Neal Weaver (CRD# 2971832) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 20 years of experience in the finance industry.

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