Leafhouse Financial Advisors, LLC

Leafhouse Financial Advisors, LLC (CRD# 149694) is a financial advisory firm headquartered in Austin, TX. They manage $17,004,947,985 in 3,243 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,005
    MILLION
  • Total Number of Accounts
    3,243
    ACCOUNTS
  • Average Account Value
    $5,243,586
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 pooled investment vehicles (other than investment companies)
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Leafhouse Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael S. Garberich
CRD#: 6587217
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX 78730

Michael Garberich (CRD# 6587217) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 8 years of experience in the finance industry.

2
Todd A. Kading
CRD#: 3070933
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX 78730

Todd Kading (CRD# 3070933) is an Investment Advisor Representative working at Leafhouse Financial Advisors, LLC in Austin, TX and has over 25 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.

3
Alexis J. Miller
CRD#: 7228721
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX 78730

Alexis Miller (CRD# 7228721) 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.

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