Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Leonard is a financial advisor with over 30 years of experience in the industry. Lisa is currently registered with Osaic Wealth, Inc. and is licensed in Kansas and Missouri. Lisa has worked for several firms over the years, including Securities America, Inc., VOYA Financial Advisors, Inc., and VESTAX Securities Corporation. Lisa specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and institutions. Lisa is a dedicated professional who is committed to providing her clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
06/14/2024 - Present
Osaic Wealth, Inc. (WELDON SPRING MO)
MO
03/29/2023 - 06/14/2024
SECURITIES AMERICA, INC. (WELDON SPRING MO)
KS
05/07/2020 - 05/05/2021
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
09/18/2001 - 05/11/2020
VOYA FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
OH
08/02/2001 - 12/31/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
CO
07/27/2001 - 12/31/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
07/19/2001 - 12/31/2003
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
MN
07/19/2001 - 12/31/2003
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
07/19/2001 - 12/31/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
GA
07/05/2001 - 12/31/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NE
07/19/2001 - 12/12/2003
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
IA
04/25/2001 - 12/31/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
01/06/2000 - 04/20/2001
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
04/03/1992 - 11/12/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
02/05/1992 - 03/30/1992
NUNNINK CAPITAL MARKETS, INC.
NA
09/21/1983 - 06/03/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 10/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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