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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Geer is an investment advisor representative at Buckingham Strategic Partners, LLC. Leanne has been in the financial services industry since 2018. Leanne holds the Series 66, SIE, and Series 7 securities licenses. Leanne has been registered in the state of Missouri since 2023. Leanne has experience in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and educational seminars. Leanne is also a bookkeeper for Berylson Trucking and is Branch Exchequer (Treasurer) for the Society for Creative Anachronism.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
03/03/2023 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
MO
12/04/2020 - 07/15/2021
WADDELL & REED (SAINT ROBERT MO)
MO
11/27/2018 - 01/19/2021
WOODBURY FINANCIAL SERVICES, INC. (ST ROBERT MO)
BOTH
Issued 12/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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