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Linda Yows Leitz

Peace OF Mind Financial Planning, Inc.

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About Linda Yows Leitz

Linda Leitz is a financial advisor with Peace Of Mind Financial Planning, Inc. in Colorado Springs, CO. Linda has been in the industry for over 20 years and is a CERTIFIED FINANCIAL PLANNER™. Linda has worked at several firms including Edward D. Jones & CO., L.P., LINSCO/PRIVATE LEDGER CORP., and MULTI-FINANCIAL SECURITIES CORPORATION. Linda specializes in providing financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. Linda also offers tax preparation services.

Firm Information

Linda Leitz is currently registered with Peace OF Mind Financial Planning, Inc.. Peace OF Mind Financial Planning, Inc. is a Registered Investment Advisor based in COLORADO SPRINGS, CO. The firm has 2 investment adviser representatives and manages approximately $115,313,714 in regulatory assets under management for 417 accounts. The firm offers financial planning, portfolio management for individuals, and other advisory services including TAX PREPARATION SERVICES. The firm serves individuals other than high net worth, high net worth individuals, and charitable organizations.
Peace OF Mind Financial Planning, Inc.

7222 COMMERCE CENTER DRIVE

COLORADO SPRINGS, CO 80919

$115.31M

Assets Under Management

9

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation services

Tax preparation services

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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Linda Leitz’s Registration & Firm History

CO

09/14/2017 - Present

Peace OF Mind Financial Planning, Inc. (COLORADO SPRINGS CO)

CO

03/01/1999 - 12/31/2000

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

SC

12/21/1994 - 03/02/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MO

01/18/1993 - 11/07/1994

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 01/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Yows Leitz.
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