Advisor at GreenLeaf Financial Network, LLC
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Firm
GreenLeaf Financial Network, LLC
Location
Kansas City, MO
Credentials
Series 63, Series 65
Industry experience
33 years
Leonard Hempen is a financial advisor with GreenLeaf Financial Network, LLC, based in Kansas City, MO. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining GreenLeaf in 2018, he worked at Summit Financial Group, Vsr Advisory Services, and has been involved with Planners For Financial Success since 1995. Outside of advisory work, he serves on the board of Bear the Care, a nonprofit focused on veteran job assistance, and is corporate secretary of a wine importing company. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate clients by providing discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm’s advisory services include customized investment strategies employing a range of analytical methods and investment approaches, supported by a multi-office, multi-advisor network with a relatively high advisor-to-assets ratio.
Based on GreenLeaf Financial Network, LLC
Based on GreenLeaf Financial Network, LLC
Financial planning fixed fees negotiated up to $5,000.
up to 2.20% annually
Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.
Financial planning hourly fees negotiated up to $250 per hour.
Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.
Kansas City, MO
Kansas · Missouri · Texas
GreenLeaf Financial Network, LLC
2018 - Present (8 years)
Private Client Services
2018 - Present (8 years)
Summit Financial Group Inc
2016 - 2017 (1 year)
Summit Brokerage Services, Inc.
2016 - 2017 (1 year)
Vsr Advisory Services, Inc.
2007 - 2016 (9 years)
Planners For Financial Success
1995 - Present (31 years)
VSR Financial Services, Inc.
1995 - 2016 (21 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
CFP®, Series 66
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CFP®, Series 63, Series 65
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Series 63, Series 65
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Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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