LM
Leonard J. Marsch
FAITHWARD ADVISORS
LANCASTER, PA 17601
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CRD#: 5437321
LM
Professional summary
Leonard John Marsch is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Lancaster, Pennsylvania and OSAIC WEALTH, INC. located in Lancaster, Pennsylvania.
Leonard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Leonard has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) RIA - Faithward Advisors, LLC-Investment Related, Zero % Ownership 160 hours devoted per month, 160 hours devoted per month during trading hours. 2) FIXED INSURANCE AGENT IS NON SECURITES RELATED HANDLES SALES/SERVICE. DEVOTES 1-5 HRS PER MONTH; 1-5 HRS DURING MARKET HRS. 1/12/12 3) FAITHWARD ADVISORS IAR POSITION: IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 05/10/2008 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: IAR 4) INSURANCE AGENT (FIXED) POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/10/2008 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Fixed insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Leonard John Marsch'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®
NoneExperience
Current
August 11, 2008 - Present
FAITHWARD ADVISORS, LLC
Office #1: 1755 Oregon Pike, Lancaster, PA 17601RIA
CRD#: 116978
LANCASTER, PA
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 275 Hess Blvd, Lancaster, PA 17543RIA
BD
CRD#: 23131
LANCASTER, PA
Past
October 4, 2011 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
LANCASTER, PA
Past
January 25, 2008 - September 22, 2011
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LANCASTER, PA
Past
December 21, 2007 - September 22, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LANCASTER, PA
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".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Louisiana(1/21/2020)
IAR
Pennsylvania(8/11/2008)
RR
Pennsylvania(10/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,052 |
| AUM (Assets Under Management) | $ 906,004,988 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/26/2024 | ||
| 09/28/2023 | ||
| 01/26/2023 |
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
FAITHWARD ADVISORS, LLC
CRD#: 116978Lancaster, PA 17601TRUST BUT VERIFY
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