Advisor at Leonard Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leonard Wealth Management, LLC
Location
Lincolnton, NC 28092
Credentials
Series 63
Industry experience
24 years
Joseph Leonard is a financial advisor with Leonard Wealth Management, LLC in Lincolnton, NC, holding a Series 63 license and 24 years of industry experience. He previously worked at AE Wealth Management, Foundation For Financial Education, Formula Folio Investments, and Retirement Wealth Advisors. Outside of advising, he provides trumpet lessons and performances through his Cain Leonard Trumpet Studio and offers adult education on retirement planning. Leonard Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, hourly consulting, estate-settlement assistance, and discretionary portfolio management, using a combination of model portfolios, third-party advisors, and various portfolio construction techniques.
Based on Leonard Wealth Management, LLC
Based on Leonard Wealth Management, LLC
Financial planning fees range from $0 to $3,500; financial consulting and estate settlement fees range from $399 to $10,000
1.50% annually
312 East Water Street
Lincolnton, NC 28092
North Carolina
Leonard Wealth Management, LLC
2020 - Present (6 years)
AE Wealth Management, LLC
2018 - 2021 (3 years)
Foundation For Financial Education
2017 - 2018 (1 year)
Formula Folio Investments
2014 - 2018 (4 years)
Retirement Wealth Advisors
2014 - 2018 (4 years)
Trustee of Two Trusts
2007 - 2019 (12 years)
J. Cain Leonard DBA Leonard Insurance Solutions
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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