Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Nicole Kovach is a financial advisor with over 7 years of experience in the industry. Leanne is registered with the state of Michigan as an Investment Advisor Representative (IAR) and holds FINRA Series 66, 7, and SIE licenses. Leanne is currently affiliated with Wealth Enhancement Advisory Services, LLC and provides financial planning, investment management, and other financial services to individual and institutional clients. Leanne has previously worked with other financial firms including Raymond James Financial Services, Inc., Edward Jones, and Hantz Financial Services, Inc. Leanne has a broad range of experience providing financial guidance and investment management to a variety of clients including individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. Leanne's commitment to helping clients achieve their financial goals and her extensive experience in the financial services industry make her a valuable asset to the team at Wealth Enhancement Advisory Services, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
06/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MI
11/10/2020 - 06/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLAND MI)
MI
11/11/2019 - 06/26/2020
EDWARD JONES (Bay City MI)
MI
07/15/2016 - 11/05/2018
HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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