Karl H. Leskovar
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Karl Heinz Leskovar, CFP® was a registered financial professional .
Karl is a previously registered financial professional and started their career in finance in 2001. Karl had worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1986
Experience
March 30, 2011 - December 2, 2022
MPM WEALTH ADVISORS
March 23, 2010 - April 20, 2011
BG INVESTMENT ADVISORY SERVICES, INC.
December 20, 2001 - December 31, 2004
CADARET, GRANT & CO., INC.
Primary Firm SEC Registration
MPM WEALTH ADVISORS
CRD#: 104926 / SEC#: 801-50488
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MPM WEALTH ADVISORS
CRD#: 104926 / SEC#: 801-50488
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,435 |
| AUM (Assets Under Management) | $ 888,866,554 |
Red Flags
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