Advisor at Leonard Advisory Group 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 Advisory Group LLC
Location
Saint Joseph, MI 49085
Credentials
Series 63
Industry experience
37 years
Fixed financial planning fees between $500 and $10,000
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.10% $2,000,001+: 1.10%
Insurance commissions received by supervised persons, but commissions are not primary compensation
Hourly financial planning fees between $200 and $500
Fee-only: Financial planning fixed fees between $500 and $10,000; hourly fees between $200 and $500 per hour
Leonard Advisory Group LLC
2022 - Present (4 years)
Leonard Advisory Group, LLC
2015 - Present (11 years)
Center Street Advisors, Inc.
2015 - 2022 (7 years)
Laurel Highlands Risk Management
2011 - Present (15 years)
Center Street Securities
2011 - 2022 (11 years)
A.M. Cattle Company
1995 - Present (31 years)
SELF-EMPLOYED
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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