Michael L. Leichtner
Professional summary
Michael Lawrence Leichtner, who also goes by Michael Laurence Leichtner, is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Denver, Colorado.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 4 firms and has passed the Series 65, Series 66, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lawrence Leichtner's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2023 - Present
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Office #1: 555 17th Street Suite 675, Denver, CO 80202November 13, 2014 - December 3, 2014
HATTERAS CAPITAL DISTRIBUTORS, LLC
March 4, 2011 - May 30, 2013
CROWELL, WEEDON & CO.
October 3, 2000 - February 25, 2011
WEDBUSH SECURITIES INC.
June 28, 2000 - August 22, 2000
CROWELL, WEEDON & CO.
Primary Firm SEC Registration
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD#: 165689 / SEC#: 801-77616
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/29/2023)
(11/29/2023)
Exams
Series 55
Date: 1/4/2001
Limited Representative-Equity Trader ExamCurrent Firm
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD#: 165689 / SEC#: 801-77616
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,406 |
| AUM (Assets Under Management) | $ 2,179,069,480 |
Red Flags
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