LG
Leigh A. Gaddis
GADDIS PREMIER WEALTH ADVISORS LLC
Durant, OK 74701
Some features on this profile are disabled
CRD#: 2024392
LG
Professional summary
Leigh Ann Gaddis, who also goes by Leigh Ann Brunsteter, Leigh A Hayden, Leigh Ann Hayden, Leigh Ann Haydengaddis, is a registered financial advisor currently at GADDIS PREMIER WEALTH ADVISORS LLC located in Durant, Oklahoma.
Leigh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Leigh has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leigh Ann Brunsteter | Leigh A Hayden | Leigh Ann Hayden | Leigh Ann Haydengaddis
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: Oklahoma Wildlife Conservation Foundation Invest Rel: No Nat of Busi: Board Position Title: Board member Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Board member 2: Leigh Gaddis - PPD Invest Rel: No Nat of Busi: membership sales Title: Owner Start Date: 8/14/2007 Hrs/mth: 0-16 Duties: Membership sales 3: GKS Equipment, LLC Invest Rel: No Nat of Busi: The medical equipment owned by this LLC will be leased to a medical practice/urgent care Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 4: GKS, Milburn Clinic, LLC Invest Rel: No Nat of Busi: Medical clinic/urgent care Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 5: GKS Providers, LLC Invest Rel: No Nat of Busi: Potentially medical services Title: Silent partner/Investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 6: GKS Calera Clinic, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 7: GKS Calera RE, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/member of LLC Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investment only 8: GKS Durant RE, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/Investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 9: GKS, Milburn RE, LLC Invest Rel: No Nat of Busi: Real Estate Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 10: GKS Radiology, LLC Invest Rel: No Nat of Busi: Performance of radiology services in medical clinic Title: Silent partner/investor Start Date: 7/1/2021 Hrs/mth: 0-16 Duties: Investor 11: Brunsteter Holdings, LLC Invest Rel: No Nat of Busi: Record keeping, collecting/depositing oil & gas income, paying liabilities, and making occasional distributions to members Title: Manager Start Date: 9/1/2017 Hrs/mth: 0-16 Duties: See 2.67 & 2.78 12: Oklahoma Dept. of Wildlife Conservation Invest Rel: No Nat of Busi: Board Position Title: Commissioner Start Date: 1/1/2015 Hrs/mth: 17-32 Duties: Wildlife Conservation Commission 13: G&G Ranch or Gaddis Ranch Invest Rel: No Nat of Busi: Ranching operation Title: Co-Owner Start Date: 2/1/2006 Hrs/mth: 0-16 Duties: Buy, sell, lease, raise cows, hay, farm animals and products, equipment, lease ranch land for hunting purposes 14: G&G Oil & Gas Invest Rel: No Nat of Busi: Buy, sell oil & gas mineral and/or working interests; collect royalty or working interest income Title: Co-Owner Start Date: 6/14/2011 Hrs/mth: 0-16 Duties: Collect royalty or working interest income 15: G&G Billboards Invest Rel: No Nat of Busi: Leasing of highway billboard advertising space Title: Co-Owner, manager Start Date: 11/29/2011 Hrs/mth: 17-32 Duties: leasing of highway billboard advertising space 16: G&G Properties Invest Rel: Yes Nat of Busi: Real Estate Title: Co-Owner with husband Start Date: 11/29/2011 Hrs/mth: 0-16 Duties: Buy, sell, rent, develop, build, remodel, residential and commercial real estate and lands 17: Durant G&G Office Building Invest Rel: No Nat of Busi: Real Estate Title: Partner Start Date: 2/5/2018 Hrs/mth: 0-16 Duties: Co-Manager 18: G&G Insurance Invest Rel: Yes Nat of Busi: Insurance Title: Partner Start Date: 12/31/2007 Hrs/mth: 0-16 Duties: Sales of Fixed Insurance 19: Gaddis & Gaddis Wealth Management, LLC Invest Rel: Yes Nat of Busi: Registered Field Assistant; Insurance; 20: G&G Enterprises Invest Rel: Yes Nat of Busi: Holding company for estate planning purposes Title: Co-Owner Start Date: 6/6/2011 Hrs/mth: 0-16 Duties: Administrative, managing
CRS (Client Relationship Summary) - RIA
Click below to view Leigh Ann Gaddis'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®
NoneExperience
Current
June 23, 2022 - Present
GADDIS PREMIER WEALTH ADVISORS LLC
Office #1: 202 W Main, Durant, OK 74701RIA
CRD#: 317837
Durant, OK
Past
May 20, 2019 - April 14, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Ada, OK
Past
May 20, 2019 - April 14, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Ada, OK
Past
July 8, 1997 - June 11, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
ADA, OK
Past
June 16, 1997 - June 11, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
ADA, OK
Past
November 27, 1995 - June 16, 1997
BOATMEN'S INVESTMENT SERVICES, INC.
BD
CRD#: 17533
ST. LOUIS, MO
Past
August 17, 1993 - October 20, 1994
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 17, 1993 - October 20, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
December 18, 1992 - April 26, 1993
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GP
GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC
CRD#: 317837 / SEC#: 801-125772
RIA
Registered Investment Advisory firm - (5/31/2022 Approved)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
Oklahoma(6/23/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GP
GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC
CRD#: 317837 / SEC#: 801-125772
RIA
Registered Investment Advisory firm - (5/31/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
202 W Main, Durant, OK 74701
Mailing Address
Phone number
(580) 745-8133
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,998 |
| AUM (Assets Under Management) | $ 314,015,320 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
