Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Leach is a financial advisor in BOISE, ID. Bart has been working in the financial services industry since 2001. Bart is a registered representative of Wells Fargo Advisors Financial Network, LLC and is licensed in several states, including Idaho, Texas, California, Florida, and Colorado. Bart also owns and operates his own investment advisory business, Headwaters Wealth Management LLC, located in BOISE, ID. Bart holds a Series 7 and 66 license as well as a Series 65.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
10/24/2014 - Present
Wells Fargo Advisors Financial Network, LLC (BOISE ID)
ID
09/18/2001 - 10/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
IA
Issued 03/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bart Leach is the right advisor for you? Invested Better is here to help.
