Leeann Leske

1 BLUEBILL FINANCIAL

North Naples, FL

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CRD#: 5790731

Professional summary

Leeann Leske is a registered financial advisor currently at 1 BLUEBILL FINANCIAL located in North Naples, Florida.

Leeann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Leeann has worked at 3 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) LeeAnn Leske, Sole Proprietor; Insurance Agent; Investment related; 6211 SAINT CROIX TRL N STILLWATER MN 55082-6962; start 06/2017; 80 hours/mo, 40 during trading hours; Sales and services of insurance products. 2) P&L Financial Services, LLC; Owner; Not Investment related; Wilton, CA; Start: 01/2023; 10 hours/mo, 2 during trading hours; Tax preparation services. 3) 1 Capital A & Co., Inc.; Owner; Not Investment related; North Naples, FL; Start: 01/2023; 10 hours/mo, 2 during trading hours; providing administrative services to business and individuals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leeann Leske'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

June 20, 2017 - Present

1 BLUEBILL FINANCIAL

Office #2: 11983 Tamiami Trail Suite 116, Naples, FL 34110

RIA

CRD#: 288768

North Naples, FL

Past

March 27, 2019 - August 5, 2022

AL LOCY FINANCIAL SERVICES LLC

RIA

CRD#: 135869

LODI, CA

Past

September 1, 2011 - June 27, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RIVER FALLS, WI

Past

July 26, 2010 - June 27, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

RIVER FALLS, WI

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
(1/14/2019)

IAR

Florida
(10/23/2019)

IAR

Minnesota
(6/20/2017)

IAR

Texas
(7/11/2017)

IAR

Wisconsin
(1/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2010

General Securities Representative Examination

Current Firm

1 BLUEBILL FINANCIAL

1 BLUEBILL FINANCIAL | 1 BLUEBILL FINANCIAL, LLC

CRD#: 288768 / SEC#:

California

Registered Investment Advisory firm - (1/14/2019 Approved)

Florida

Registered Investment Advisory firm - (10/23/2019 Approved)

Minnesota

Registered Investment Advisory firm - (6/12/2017 Approved)

Texas

Registered Investment Advisory firm - (7/11/2017 Approved)

Wisconsin

Registered Investment Advisory firm - (1/2/2019 Approved)

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Contact information

Main Address

North Naples, FL

Mailing Address

Po Box 933, Stillwater, MN 55082-0933

Phone number

(651) 398-3883

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 16,121,564

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.

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Leeann Leske

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leeann Leske's CRS (Customer Relationship Summary).

Certified licenses

Experience

1 BLUEBILL FINANCIAL

AL LOCY FINANCIAL SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2010

SIE

Date: 6/27/2017

Series 7

Date: 7/25/2010

Current Firm

1 BLUEBILL FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

1 BLUEBILL FINANCIAL

TRUST BUT VERIFY

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