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Michael Lawrence Leichtner

Motley Fool Wealth Management, LLC

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About Michael Lawrence Leichtner

Michael Lawrence Leichtner is an investment advisor representative at Motley Fool Wealth Management, LLC. Michael has been in the industry for over 20 years and holds the Series 65, Series 66, Series 55, and Series 7 licenses. Michael previously worked at Hatteras Capital and Crowell, Weedon & Co. Michael specializes in providing financial planning and portfolio management for individuals.

Firm Information

Michael Leichtner is currently registered with Motley Fool Wealth Management, LLC. Motley Fool Wealth Management, LLC is an Alexandria, Virginia-based Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and proprietary accounts. They also offer educational seminars and publish periodicals.
Motley Fool Wealth Management, LLC

2000 DUKE STREET

ALEXANDRIA, VA 22314

$2.18B

Assets Under Management

951

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Publisher provides per-client payment for newsletter subscribers

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Michael Leichtner’s Registration & Firm History

VA

11/29/2023 - Present

Motley Fool Wealth Management, LLC (ALEXANDRIA VA)

NC

11/13/2014 - 12/03/2014

HATTERAS CAPITAL (RALEIGH NC)

CA

03/04/2011 - 05/30/2013

CROWELL, WEEDON & CO. (DANA POINT CA)

CA

10/03/2000 - 02/25/2011

WEDBUSH SECURITIES INC. (LOS ANGELES CA)

CA

06/28/2000 - 08/22/2000

CROWELL, WEEDON & CO. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 11/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/04/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2014

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Lawrence Leichtner.
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