Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Lehmann is a financial advisor at Empower Advisory Group, LLC. Leonard is registered with FINRA and the state of Kansas as a registered representative and an investment advisor representative. Leonard has been in the industry since 1999 and has worked with a variety of firms, including J.P. Morgan Institutional Investments Inc. and American Century Investment Services Inc. Leonard holds the Series 6, 7, 63, and 65 licenses. Leonard specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
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.
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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2
MO
02/09/2016 - Present
Empower Advisory Group, LLC (KANSAS CITY MO)
KS
11/30/2009 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MO
04/19/2005 - 12/09/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NY
10/06/1999 - 03/01/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/06/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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