Linda Y. Leitz
PEACE OF MIND FINANCIAL PLANNING,
Colorado Springs, CO 80919
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CRD#: 2311643
Professional summary
Linda Yows Leitz, CFP®, who also goes by Linda Yows Leitz, Linda Leitz, Linda Y. Leitz, Linda Carol Yows, is a registered financial advisor currently at PEACE OF MIND FINANCIAL PLANNING, INC located in Colorado Springs, Colorado.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Linda has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Socially Responsible Investing
Divorce Planning
Retirement Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
Divorce Planning
Financial Psychology/Coaching
Generation X
LGBT Couples and Families
Middle Income Client Needs
Millennials
Are you a "fiduciary"?
Yes
Aliases
Linda Yows Leitz | Linda Leitz | Linda Y. Leitz | Linda Carol Yows
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) Name of business: Bright Leitz Publishing, LLC (publisher of financial books unrelated to investments); Address: Colorado Springs, CO; Position: Owner, Author; Hours per month: 0; Hours during trading: 0. (2) Name of business: Kansas State University (Department of Personal Financial Planning); Address: 343 Justin Hall, Manhattan, KS 68506; Position: Instructor; Start date: 4/2020; Hours per month: 15; Hours during trading: 1. (3) Name of business: CFP Board; Address: 1425 K Street NW, #800, Washington, DC 20005; Position: Member of the Board of Directors; Start date: 1/1/24; Hours per month: 10-15; Hours during trading: 9; Duties: Reviewing the vision and mission of the CFP Board.
CRS (Client Relationship Summary) - RIA
Click below to view Linda Yows Leitz'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®
Start date: 1997
Experience
Current
August 7, 2017 - Present
PEACE OF MIND FINANCIAL PLANNING, INC
Office #1: 7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919RIA
CRD#: 289067
Colorado Springs, CO
Past
March 1, 1999 - December 31, 2000
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
January 1, 1999 - December 31, 2002
IT'S NOT JUST MONEY, INC.
RIA
CRD#: 113372
COLORADO SPRINGS, CO
Past
January 1, 1999 - January 3, 2018
IT'S NOT JUST MONEY, INC.
RIA
CRD#: 113372
COLORADO SPRINGS, CO
Past
December 21, 1994 - March 2, 1999
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
January 18, 1993 - November 7, 1994
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".
PEACE OF MIND FINANCIAL PLANNING, INC
PEACE OF MIND FINANCIAL PLANNING, INC | PEACE OF MIND FINANCIAL, INC | PEACE OF MIND FINANCIAL PLANNING, INC.
CRD#: 289067 / SEC#: 801-122428
RIA
Registered Investment Advisory firm - (9/30/2021 Approved)Colorado
Registered Investment Advisory firm - (10/20/2021 Terminated)Texas
Registered Investment Advisory firm - (10/20/2021 Terminated)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(8/7/2017)
IAR
Texas(9/15/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PEACE OF MIND FINANCIAL PLANNING, INC
PEACE OF MIND FINANCIAL PLANNING, INC | PEACE OF MIND FINANCIAL, INC | PEACE OF MIND FINANCIAL PLANNING, INC.
CRD#: 289067 / SEC#: 801-122428
RIA
Registered Investment Advisory firm - (9/30/2021 Approved)Colorado
Registered Investment Advisory firm - (10/20/2021 Terminated)Texas
Registered Investment Advisory firm - (10/20/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919
Mailing Address
Phone number
(719) 836-8181
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 429 |
| AUM (Assets Under Management) | $ 118,127,180 |
Red Flags
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Company Information
PEACE OF MIND FINANCIAL PLANNING, INC
CRD#: 289067Colorado Springs, CO 80919TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
