Advisors at this firm
Alayna L
Series 66
Cary, IL
Significant Wealth Partners LLC
Alayna Leuzé is a financial advisor with Significant Wealth Partners LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stephen Smith Financial, Inc. She is also licensed as an insurance agent and engages in insurance sales outside of her advisory work. Significant Wealth Partners serves individual and high-net-worth clients through portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis with documented client risk tolerances and Investment Policy Statements.
Joshua L
Series 65
Cary, IL
Significant Wealth Partners LLC
Joshua Lang is a financial advisor at Significant Wealth Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Mutual Trust Life and Highland Capital Brokerage. Significant Wealth Partners serves individual and high-net-worth clients with portfolio management, financial planning, and educational seminars. The firm employs a variety of investment strategies and provides written Investment Policy Statements to guide client relationships.
David L
Series 66
Cary, IL
Significant Wealth Partners LLC
David Leuze is a financial advisor at Significant Wealth Partners LLC in Cary, IL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Merrill Lynch and Camping World. Significant Wealth Partners serves individual and high-net-worth clients with portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies across various asset classes and provides clients with written Investment Policy Statements to guide their relationships.
Brian A
Series 65
Cary, IL
Significant Wealth Partners LLC