Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Leadley is a Chartered Financial Analyst who has been in the industry since 2011. Brian is currently registered with Lido and has been with the firm since December 2024. Brian has a Series 65 license and is registered as an Investment Advisor Representative in California, Florida, Texas and Wisconsin. Prior to Lido, Brian worked for Pegasus Partners LTD. in Mequon, Wisconsin.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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WI
12/03/2024 - Present
Lido (Mequon WI)
IA
Issued 02/24/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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