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Leonard Simon Bakker

Lifetime Financial, Inc.

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About Leonard Simon Bakker

Leonard Bakker is an Investment Advisor Representative associated with Lifetime Financial, Inc., a firm headquartered in Walnut Creek, CA. Leonard has been in the financial industry since 2010. Leonard is currently registered with the state of California to provide investment advisory services. Leonard has earned the Series 65 license, also known as the Uniform Investment Adviser Law Examination. Leonard has experience with insurance companies, corporations or other businesses, high net worth individuals, and individuals other than high net worth.

Firm Information

Leonard Bakker is currently registered with Lifetime Financial, Inc.. Lifetime Financial, Inc. is an investment advisor with 9 investment advisor representatives and 4 licensed agents. They manage approximately $42.70 million in regulatory assets for 237 clients. The firm provides portfolio management for individuals and selection of other advisors. They primarily serve high net worth individuals and individuals other than high net worth.

$42.70M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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other

Acts as a solicitor

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Leonard Bakker’s Registration & Firm History

CA

01/25/2025 - Present

Lifetime Financial, Inc. (Walnut Creek CA)

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Licenses & Designations

IA

Issued 10/25/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leonard Simon Bakker.
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