Leafhouse Financial Advisors, LLC

Leafhouse Financial Advisors, LLC (CRD# 149694) is a financial advisory firm headquartered in Austin, TX. They manage $9,578,840,938 in 1,719 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,579
    MILLION
  • Total Number of Accounts
    1,719
    ACCOUNTS
  • Average Account Value
    $5,572,333
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)
  • 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.

AL, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Leafhouse Financial Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Ben G. Bates
CRD#: 4677714
Phoenix, AZ

Ben Bates (CRD# 4677714) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.

2
Michael S. Garberich
CRD#: 6587217
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Michael Garberich (CRD# 6587217) 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.

3
Todd A. Kading
CRD#: 3070933
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Todd Kading (CRD# 3070933) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 22 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.

4
Renée B. Mrosowski
CRD#: 7036439
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Renée Mrosowski (CRD# 7036439) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

5
Adrian E. Ramirez
CRD#: 4955337
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Adrian Ramirez (CRD# 4955337) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 15 years of experience in the finance industry.

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

Neal Weaver (CRD# 2971832) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 22 years of experience in the finance industry.

7
Uvin M. Dasanayake
CRD#: 7063600
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Uvin Dasanayake (CRD# 7063600) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 2 years of experience in the finance industry.

8
Bradley J. Kelly
CRD#: 7027073
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Bradley Kelly (CRD# 7027073) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

9
Marley E. McBurney
CRD#: 6368622
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Marley McBurney (CRD# 6368622) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

10
Alexis J. Miller
CRD#: 7228721
6504 Bridgepoint Parkway, Suite 450, Austin, TX 78730

Alexis Miller (CRD# 7228721) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has 1 year of experience in the finance industry.

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