Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Erich Leonhardt is a financial advisor with over 25 years of experience in the industry. Brett is currently registered with LPL Financial LLC in Kaysville, UT. Brett has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Brett is committed to providing personalized financial advice that meets the unique needs of each client. Brett holds a Series 6, Series 7, and Series 66 license and has earned the Series 63 license as well.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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UT
06/06/2023 - Present
LPL Financial LLC (KAYSVILLE UT)
UT
05/08/2014 - 06/14/2023
CETERA ADVISOR NETWORKS LLC (SALT LAKE CITY UT)
UT
08/23/2013 - 05/21/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
01/03/2011 - 08/26/2013
WELLS FARGO ADVISORS, LLC (CLINTON UT)
UT
06/27/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROY UT)
CT
06/05/2007 - 06/15/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
UT
01/03/2006 - 05/24/2007
KEY INVESTMENT SERVICES LLC (OGDEN UT)
OH
05/24/2005 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
RI
07/31/1996 - 09/24/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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