Leah A. Coleman
ORCHARD FINANCIAL
AUSTIN, TX 78701
Some features on this profile are disabled
CRD#: 5872877
Professional summary
Leah Anne Coleman, CFP®, who also goes by Leah Anne Marchese, is a registered financial advisor currently at ORCHARD FINANCIAL located in Austin, Texas.
Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Leah has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Starting Orchard Financial Group has been a dream of mine for many years. I wanted to create an advisory firm that I personally would feel comfortable using, somewhere that treated me like a person and not just an asset. Early in my career, I dedicated myself to financial literacy and proper education. I knew that with an extensive knowledge base and a wide range of experiences I would be best suited to educate and support my clients. This enthusiasm drove me to work for large corporations as well as a boutique wealth management firm. While engaged at these firms I learned about market fluctuations and how to properly plan for them. I’ve taken the wide range of my industry knowledge and utilized it in the formation of my own firm.
One of our purposes at Orchard Financial is not only to offer our clients independence but also to incorporate freedom into our own lives as well. While at home in Austin, we enjoy the hustle and bustle of city life, but also love to get away and experience the unique nuances that new destinations have to offer.
I’m excited to learn more about your unique financial position and share with you our knowledge and strategies. Together we will create a balance between your finances and your dreams.
Question & Answer
What are your service offerings?
Inheritance
Estate Planning
Budgeting
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Debt Management
Insurance Planning
Life Transitions
Retirement Income Management
Investment Planning
Tax Planning
Education Planning
Socially Responsible Investing
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Corporate Executives
Entrepreneurs
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
LGBT Couples and Families
Are you a "fiduciary"?
Yes
Aliases
Leah Anne Marchese
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.
NAME OF BUSINESS : Orchard Financial Group, LLC
ADDRESS: 10828 PALL MALL DRIVE, AUSTIN, TX, 78748
NATURE OF THE BUSINESS: INVESTMENT ADVISOR
POSITION/TITLE: OWNER/CCO
INVESTMENT RELATED: YES
START DATE: 12/2018
THIS IS A FULL-TIME POSITION.
CRS (Client Relationship Summary) - RIA
Click below to view Leah Anne Coleman'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®
CFP®
Start date: 2018
Experience
Current
February 12, 2019 - Present
ORCHARD FINANCIAL
Office #1: 98 San Jacinto Blvd #400, Austin, TX 78701RIA
CRD#: 300320
AUSTIN, TX
Past
February 12, 2021 - October 5, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Austin, TX
Past
April 17, 2018 - February 8, 2019
WATERLOO CAPITAL
RIA
CRD#: 133705
AUSTIN, TX
Past
February 12, 2016 - May 3, 2018
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
AUSTIN, TX
Past
October 17, 2013 - May 3, 2018
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
AUSTIN, TX
Past
October 22, 2012 - October 15, 2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
KNOXVILLE, TN
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
Texas(2/12/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ORCHARD FINANCIAL
ORCHARD FINANCIAL | ORCHARD FINANCIAL GROUP LLC | ORCHARD FINANCIAL GROUP
CRD#: 300320 / SEC#:
Ohio
Registered Investment Advisory firm - (12/14/2021 Terminated)Texas
Registered Investment Advisory firm - (2/12/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
98 San Jacinto Blvd #400, Austin, TX 78701
Mailing Address
Phone number
(512) 655-3444
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 12,882,388 |
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.
