Don C. Leander

FINANCIAL PLANNING STRATEGIES

COLORADO SPRINGS, CO 80919

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CRD#: 1031780

Professional summary

Don Carlton Leander, CFP® is a registered financial advisor currently at FINANCIAL PLANNING STRATEGIES, LLC located in Colorado Springs, Colorado.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Don has worked at 9 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.FIXED INSURANCE AGENT; investment related; conducted at Main Office location; selling fixed insurance products 2.THE SUNFLOWERS INC, START 1999, 5145 HOPNER COURT COLORADO SPRINGS CO 80919, VOLUNTEER FOR A MUSIC MINISTRY, 4HR/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Carlton Leander's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

June 13, 2000 - Present

FINANCIAL PLANNING STRATEGIES, LLC

Office #1: 6645 Delmonico, Ste. 101, Colorado Springs, CO 80919

RIA

CRD#: 116228

COLORADO SPRINGS, CO

Past

May 30, 2000 - October 11, 2002

CETERA ADVISORS LLC

RIA

CRD#: 10299

COLORADO SPRINGS, CO

Past

April 19, 2000 - May 4, 2009

CETERA ADVISORS LLC

CRD#: 10299

COLORADO SPRINGS, CO

Past

July 6, 1989 - April 26, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

July 6, 1989 - April 26, 2000

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

June 18, 1989 - June 23, 1989

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

July 10, 1987 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

November 1, 1983 - July 13, 1987

FSC SECURITIES CORPORATION

CRD#: 7461

Past

May 9, 1983 - July 25, 1987

INVESTORS BROKERAGE SERVICES, INC.

CRD#: 4257

Past

October 20, 1982 - January 12, 1983

FINANCIAL STRATEGIES INVESTMENT CORPORATION

CRD#: 7989

Past

October 20, 1982 - August 15, 1983

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/13/2000)

IAR

Texas
(8/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/3/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/1982

General Securities Representative Examination

Current Firm

FINANCIAL PLANNING STRATEGIES, LLC

DON C. LEANDER | FINANCIAL PLANNING STRATEGIES, LLC | FINANCIAL PLANNING STRATEGIES(DBA)

CRD#: 116228 / SEC#:

Colorado

Registered Investment Advisory firm - (6/13/2000 Approved)

Texas

Registered Investment Advisory firm - (1/29/1996 Approved)

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Contact information

Main Address

6645 Delmonico Blvd Suite 101, Colorado Springs, CO 80919

Mailing Address

Phone number

(719) 266-5335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	491
AUM (Assets Under Management)	$ 77,626,886

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Don C. Leander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Carlton Leander's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

SUNAMERICA SECURITIES, INC.

SOUTHMARK FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

INVESTORS BROKERAGE SERVICES, INC.

FINANCIAL STRATEGIES INVESTMENT CORPORATION

SOUTHMARK FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/3/1982

Series 7

Date: 10/16/1982

Current Firm

FINANCIAL PLANNING STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL PLANNING STRATEGIES, LLC

TRUST BUT VERIFY

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