LESLIE L. DAVIS SCHOENHOFER
MULHOLLAND WEALTH ADVISORS | President
Overland Park, KS 66213
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CRD#: 5542514
Professional summary
LESLIE LYNETTE DAVIS SCHOENHOFER, who also goes by Leslie Lynette Culver, Leslie Lynette Davis, is a registered financial advisor currently at MULHOLLAND WEALTH ADVISORS, LLC located in Overland Park, Kansas.
LESLIE is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. LESLIE has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
As president and owner of True Peace Financial Solutions, LLC, Leslie has over a decade of industry experience helping clients prepare to retire with confidence. Prior to opening the firm, she served as a business coach for more than 550 financial professionals and insurance agents across the country.
True Peace Financial Solutions understands that no two clients are alike and no two plans should be either. When you choose to work with us, you can feel confident knowing that we’ll get to know your unique situation before making any recommendations about how to move forward.
As an independent financial services firm, we can build strategies that can help make retirement more enjoyable or position your 401k for protection and growth, because we have access to hundreds of products from the most reputable companies. Leslie is passionate about putting her clients’ need first and keeps business ethics at the heart of safe money strategies.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leslie Lynette Culver | Leslie Lynette Davis
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) True Peace Financial Solutions: Non-Investment related business. Address: 7450 W. 130th St, Suite 215, Overland Park, KS 66213. Insurance products; such as, fixed index annuities, fixed annuities, life insurance, and long-term care insurance. Owner & Licensed Insurance Agent. Date started: 05/2011. 50 HOURS/WEEK (35 of which are during trading hours). 2.) True Peace Marketing Inc: Non-Investment related business. Address: 7450 W 130th St, Suite 215, Overland Park, KS 66213. Insurance product marketing company for True Peace Financial Solutions. Board Member only. Date started: 12/2020. 1 hour/week (none during trading hours). Help maintain daily processes.
CRS (Client Relationship Summary) - RIA
Click below to view LESLIE LYNETTE DAVIS SCHOENHOFER'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
May 25, 2023 - Present
MULHOLLAND WEALTH ADVISORS, LLC
Office #1: 7450 W. 130th St., Suite 215, Overland Park, KS 66213RIA
CRD#: 282408
Overland Park, KS
Past
May 11, 2018 - June 30, 2023
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Overland Park, KS
Past
February 19, 2014 - May 23, 2018
SECURE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 141195
OVERLAND PARK, KS
Past
July 11, 2013 - February 13, 2014
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
OVERLAND PARK, KS
Past
June 23, 2008 - November 4, 2009
SUNSET FINANCIAL SERVICES, INC.
BD
CRD#: 3538
KANSAS CITY, MO
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".
MW
MULHOLLAND WEALTH ADVISORS, LLC
MULHOLLAND WEALTH ADVISORS, LLC
CRD#: 282408 / SEC#: 801-107079
RIA
Registered Investment Advisory firm - (2/4/2016 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.Highlighted states indicate IAR registrations
IAR
Arkansas(5/25/2023)
IAR
Florida(7/18/2023)
IAR
Iowa(5/30/2023)
IAR
Kansas(5/26/2023)
IAR
Missouri(5/25/2023)
IAR
Nebraska(6/9/2023)
IAR
Texas(5/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MW
MULHOLLAND WEALTH ADVISORS, LLC
MULHOLLAND WEALTH ADVISORS, LLC
CRD#: 282408 / SEC#: 801-107079
RIA
Registered Investment Advisory firm - (2/4/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
Mailing Address
Phone number
(310) 272-8185
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,435 |
| AUM (Assets Under Management) | $ 543,207,396 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MULHOLLAND WEALTH ADVISORS, LLC
PresidentCRD#: 282408Overland Park, KS 66213TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
