Advisor at GreenLeaf Financial Network, 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
GreenLeaf Financial Network, LLC
Location
Hutchinson, KS 67502
Credentials
CFP®, Series 66
Industry experience
14 years
Financial planning fixed fees up to $5,000.
All Assets+: up to 2.20% annually
Some IARs are registered representatives and may receive commissions and 12b-1 fees from securities transactions and insurance sales.
Financial planning hourly fees up to $250 per hour.
Fee-only: Portfolio management services are offered on a fee-only basis.
Greenleaf Financal Network, LLC
2024 - Present (2 years)
Private Client Services
2024 - 2025 (1 year)
Osaic Wealth, Inc.
2024 - 2024 (1 year)
Osaic Wealth, Inc.
2024 - 2024 (1 year)
SECURITIES AMERICA, inc.
2017 - 2024 (7 years)
Securities America Advisors
2017 - 2024 (7 years)
NATIONAL PLANNING CORPORATION
2016 - 2017 (1 year)
VSR Advisory Services, Inc.
2012 - 2016 (4 years)
VSR Financial Services, Inc.
2011 - 2016 (5 years)
The Yucca Group, Llc
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Hutchinson, KS
Edward Jones
CFP®, Series 66
Hutchinson, KS
Edward Jones
Series 63, Series 66
Hutchinson, KS
Edward Jones
Series 66
Hutchinson, KS
3rd Level Wealth
Series 66
Hutchinson, KS
North Fork Financial, LLC
CFP®, Series 66
Hutchinson, KS
North Fork Financial, LLC
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