Unclaimed
Kennidy Jean Briggs is a financial professional registered with Leach, Bickmore & Weiss Wealth Management, LLC. Kennidy Briggs is currently active as an investment advisor representative. Kennidy Briggs has been working as a financial professional since 2022, and has a total of 6 years of experience in the industry. Kennidy Briggs has passed the Series 65 exam. Kennidy Briggs currently works in the firm's office in Madison, 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
Leach, Bickmore & Weiss Wealth Management, LLC (MADISON WI)
IA
Issued 08/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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