GreenLeaf Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$99,390,104
Total clients
175
13% high-net worth
Total advisors
11
of 11 employees
Firm size
Multi Team
Average clients per advisor
16
Average account size
$567,943
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Forms ADV
Advisors at this firm
Leonard H
Series 63, Series 65
Kansas City, MO
GreenLeaf Financial Network, LLC
Anna K
CFP®, Series 66
Hutchinson, KS
GreenLeaf Financial Network, LLC
Michael A
Series 63, Series 66
Leawood, KS
GreenLeaf Financial Network, LLC
Brandon W
Series 63, Series 65
Jefferson City, MO
GreenLeaf Financial Network, LLC
Joseph T
Series 63, Series 65
Columbia, MO
GreenLeaf Financial Network, LLC
Robert S
Series 63, Series 65
Riverton, NJ
GreenLeaf Financial Network, LLC
Dustin K
Series 63, Series 65
Leawood, KS
GreenLeaf Financial Network, LLC
Timothy F
Series 63, Series 65
Mt. Laurel, NJ
GreenLeaf Financial Network, LLC
Sara B
CFP®, Series 63, Series 65
Blacksburg, VA
GreenLeaf Financial Network, LLC
Michael A
Series 63, Series 65
Fairfax, VA
GreenLeaf Financial Network, LLC
Jennifer A
Series 63, Series 65
Leawood, KS
GreenLeaf Financial Network, LLC
Michael B
Series 66
Leawood, KS
GreenLeaf Financial Network, LLC
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