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LH

Leah A. Hadley

INTENTIONAL WEALTH PARTNERS
Cleveland, OH 44130
Some features on this profile are disabled
CRD#: 5119724
LH

Professional summary

Leah A Hadley, who also goes by Leah A Rayner, Leah Ann Rayner VIllalobos, Leah Ann Rayner Villalobos, is a registered financial advisor currently at INTENTIONAL WEALTH PARTNERS located in Cleveland, Ohio.

Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Leah has worked at 5 firms and has passed the Series 66, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leah A Rayner | Leah Ann Rayner Villalobos | Leah Ann Rayner Villalobos

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.
I am President of Great Lakes Divorce Financial Solutions, LLC (7017 Pearl Rd, #12, Cleveland, OH 44130), a financial consulting firm for individuals going through a divorce and their attorneys. For most work, I am paid on an hourly basis at a rate of $200/hr. I do conduct a few flat fee projects as well as offer mediation services. I started the firm in January of 2016. I devote 80 hours per month to this business; 50 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah A Hadley'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®
None

Experience

Current

February 8, 2017 - Present

INTENTIONAL WEALTH PARTNERS

Office #1: 7017 Pearl Rd Suite 12, Cleveland, OH 44130
RIA
CRD#: 286157
Cleveland, OH
Past

January 28, 2016 - November 3, 2016

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH
Past

January 7, 2015 - January 27, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
STRONGSVILLE, OH
Past

January 7, 2015 - January 27, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
STRONGSVILLE, OH
Past

July 10, 2012 - January 8, 2015

EDWARD JONES

RIA
CRD#: 250
GRAFTON, OH
Past

July 9, 2012 - January 8, 2015

EDWARD JONES

BD
CRD#: 250
GRAFTON, OH
Past

March 16, 2011 - June 21, 2012

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH
Past

July 11, 2008 - November 23, 2010

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH
Past

May 12, 2008 - July 3, 2008

FERRIS, BAKER WATTS, LLC

RIA
CRD#: 285
BALTIMORE, MD
Past

August 7, 2006 - July 3, 2008

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD

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
California
(6/18/2020)
IAR
Ohio
(2/8/2017)
IAR
Texas
(12/4/2018)
IAR
Virginia
(8/18/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/3/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 5/19/2007
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 4/28/2007
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 8/4/2006
General Securities Representative Examination

Current Firm

IW
INTENTIONAL WEALTH PARTNERS
GREAT LAKES INVESTMENT MANAGEMENT, LLC | INTENTIONAL WEALTH PARTNERS

CRD#: 286157 / SEC#:

California
Registered Investment Advisory firm - (6/18/2020 Approved)
Louisiana
Registered Investment Advisory firm - (12/18/2024 Terminated)
Ohio
Registered Investment Advisory firm - (2/8/2017 Approved)
Texas
Registered Investment Advisory firm - (12/4/2018 Approved)
Virginia
Registered Investment Advisory firm - (8/18/2021 Approved)
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Contact information

Main Address
7017 Pearl Rd Suite 12, Cleveland, OH 44130
Mailing Address
Phone number
(440) 545-1001
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts228
AUM (Assets Under Management)$ 50,176,506

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.

Company Information

INTENTIONAL WEALTH PARTNERS

CRD#: 286157Cleveland, OH 44130

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