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Leonard Emil Moulin

Ignite Planners LLC

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About Leonard Emil Moulin

Leonard Emil Moulin is a financial advisor with Ignite Planners LLC. Leonard has been in the industry since November 2007 and has experience working with a variety of clients including individuals, high net worth individuals, charitable organizations, and pension plans. He offers financial planning, portfolio management for businesses and individuals, and selection of other advisors. Leonard is registered with the state of California and holds the Series 7 and Series 66 securities licenses. Leonard is a Chartered Financial Analyst.

Firm Information

Leonard Moulin is currently registered with Ignite Planners LLC. Ignite Planners LLC is a Registered Investment Advisor (RIA) headquartered in SAN CLEMENTE, CA with a total of 3892 client accounts and approximately $941,775,371 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ignite Planners LLC serves a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds and foreign official institutions.
Ignite Planners LLC

109 E. ESCALONES

SAN CLEMENTE, CA 92672

$941.78M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Leonard Moulin’s Registration & Firm History

CA

11/21/2022 - Present

Ignite Planners LLC (SAN CLEMENTE CA)

CA

11/01/2017 - 04/04/2019

CETERA ADVISOR NETWORKS LLC (SAN CLEMENTE CA)

CA

11/19/2007 - 11/01/2017

GIRARD SECURITIES, INC. (MISSION VIEJO CA)

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Licenses & Designations

BOTH

Issued 02/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Leonard Emil Moulin. Review regulatory record here.
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