Peace Of Mind Financial Planning, Inc.

Peace Of Mind Financial Planning, Inc. (CRD# 289067) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $115,313,714 in 417 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7222 Commerce Center Drive, Suite 175, Colorado Springs, CO 80919
http://www.lindaleitz.com
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    417
    ACCOUNTS
  • Average Account Value
    $276,532
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Peace Of Mind Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Linda Leitz, financial advisor Colorado Springs CO
Linda Y. Leitz
CRD#: 2311643
7222 Commerce Center Drive, Suite 175, Colorado Springs, CO 80919

Linda Leitz (CRD# 2311643) is an Investment Advisor Representative working at Peace Of Mind Financial Planning, Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry.

2
Danielle Parris-Exline, financial advisor Colorado Springs CO
Danielle R. Parris-Exline
CRD#: 7285794
7222 Commerce Center Drive, Suite 175, Colorado Springs, CO 80919

Danielle Parris-Exline (CRD# 7285794) is an Investment Advisor Representative working at Peace Of Mind Financial Planning, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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