AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
ML

Michael Dennis Leonard

FAS
Jupiter, FL
·CRD# 3126509·27 years experience

Professional Summary

Michael Dennis Leonard is a registered financial advisor currently at FAS CORP. located in Jupiter, Florida. Michael is registered as a RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
View profile
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

FAS CORP.·CRD# 43536
BD
318 S Us Highway 1 Ste 210, Jupiter, FL 33477
July 17, 2000 - Present
FAS WEALTH PARTNERS, INC.·CRD# 109796
RIA
Leawood, KS
October 23, 2000 - December 31, 2023

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Current Firm

FC
FAS CORP.

AFAS CORP. | VFAS CORP. | TFAS CORP. | NYFAS CORP. | MSTFAS | MFAS CORP. | FAS CORP. | FAS CORP DOING BUSINESS AS FAS CORP., A KANSAS CORPORATION

CRD#: 43536 / SEC#: 8-50307
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

4747 West 135th Street, Suite 100, Leawood, KS 66224

Mailing Address

4747 W 135 Street, Suite 100, Leawood, KS 66224

Phone Number

(913) 239-2300

Established

Kansas since 06/18/1997

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (43 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013STOCKHOLDER—
JAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 1996STOCKHOLDER—
JOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015STOCKHOLDER—
AMEY, KEVIN PATRICK FISHERSTOCKHOLDER5611985
JASON AND ANDREA HARRISON TRUST DATED MAY 25, 2021STOCKHOLDER—
MICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006STOCKHOLDER—
O'GRADY, JORDAN MICHAELSTOCKHOLDER6091943
BARNES, ANNATRUSTEE AND GRANTOR OF BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 20134722952
BARNES, JACOB STRUSTEE AND GRANTOR OF BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 20136079812
DUSSOLD, JAMES GERARDPRESIDENT, TREASURER, DIRECTOR, GRANTOR, TRUSTEE OF THE JAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 19961380347
GLENN, JACQUELYN ELAYNECHIEF COMPLIANCE OFFICER2260863
HARRISON, ANDREATRUSTEE AND GRANTOR OF JASON AND ANDREA HARRISON TRUST DATED MAY 25, 20218217983
HARRISON, JASON ALLEN-PECHARTRUSTEE AND GRANTOR OF JASON AND ANDREA HARRISON TRUST DATED MAY 25, 20214546173
HORTON, BARNABAS D JRTRUSTEE OF THE MICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006—
HORTON, MICHELLETRUSTEE AND GRANTOR OF MICHELLE HORTON LIVING TRUST7092037
KRSTIC, MEGAN ASHLEYAML OFFICER—
MEIER, JOHN ALANEXECUTIVE VICE PRESIDENT, SECRETARY2869160
MEIER, JOHN TGRANTOR AND TRUSTEE OF THE JOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015—

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

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.

- FINANCIAL ADVISORY SERVICE, INC. (FAS), AN SEC REGISTERED INVESTMENT ADVISER, IS A FEE-BASED FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FIRM FOR CLIENTS LOCALLY AND NATIONWIDE. FAS IS THE PARENT COMPANY OF ITS AFFILIATED BROKER/DEALER, FAS CORP. FAS CLIENTS INCLUDE CORPORATE EXECUTIVES, BUSINESS OWNERS, PROFESSIONALS, TRUSTS, RETIREES AND QUALIFIED PLAN ACCOUNTS. POSITION-IAR, 4747 W 135 STREET, SUITE 100, LEAWOOD, KS 66224; FAS IS INVESTMENT RELATED; - BLUE CHIP ADVISORS, LLC - BLUE CHIP FINANCIAL ADVISORS, LLC 4747 W 135 STREET #100, LEAWOOD, KS, PARTNER. CONDUCT NON-FAS CORP. INSURANCE AND EMPLOYEE BENEFITS ACTIVITIES AS EITHER BLUE CHIP ADVISORS, LLC, A KANSAS LIMITED LIABILITY COMPANY ("BCA"), OR BLUE CHIP FINANCIAL ADVISORS, LC, A FL LIMITED LIABILITY COMPANY ("BCFA"). BOTH BCA AND BCFA ENGAGE IN THE BUSINESS OF TRADITIONAL (NON-VARIABLE) LIFE AND HEALTH INSURANCE PRODUCTS, GROUP INSURANCE PRODUCTS (COMPANY PAID AND VOLUNTARY) AND FULL RANGE AND ALL TYPES AND FORMS OF VOLUNTARY EMPLOYEE BENEFITS AND SERVICES. INCLUDED WITHIN NON-TRADITIONAL INSURANCE IS MARKETING ON BEHALF OF SYMPHONY FINANCIAL RESOURCES (MIKE JUFFA). REVENUE FROM THESE ACTIVITIES IS RECEIVED IN FORM OF COMMISSIONS, FEES AND OVERRIDE TYPE REVENUES. THEY INDICATE GROUP EMPLOYEE BENEFITS REVENUES ARE USUALLY PAID BASED UPON A "PER HEAD" EMPLOYEE PARTICIPATION RATE. - Michael D. Leonard, CPA; d/b/a Blue Chip Financial Advisors, LLC and Blue Chip Advisors, LLC. Perform services (customarily provided by a CPA) for clients of firm or non-firm clients. In such instances, a fee is charged. - Leonard & Leonard CPAs; Partner, Jupiter, FL CPA services, tax, accounting, record keeping and consulting.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(4/30/2001)
RR
Georgia
(1/7/2014)
RR
Kansas
(6/16/2020)
RR
Michigan
(2/12/2019)
RR
Minnesota
(1/19/2021)
RR
Missouri
(1/4/2021)
RR
Pennsylvania
(11/20/2006)
RR
Texas
(1/27/2006)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2000About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Michael Dennis Leonard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#
ML
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required