Brett Leonhardt Email & Phone Number
Financial Advisor @ LPL Financial
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Brett Leonhardt Location
- Kaysville, UT, US
Brett Leonhardt Work
- 2023 -now Financial Advisor @
- 2017 -2023 Financial Advisor @ University Financial Services/Cetera Advisor Networks
- 2014 -2023 Financial Advisor @ Cetera Advisor Networks LLC
- 2014 -2017 Financial Advisor @ Utah First Investment Services
- 2013 -2014 Private Wealth Advisor @
- 2007 -2013 Financial Advisor @
- 2005 -2007 Financial Advisor @
Brett Leonhardt Education
- Westminster University
Master of Business Administration (M.B.A.) (Financial Planning and Services)
2001-2004 - University of Utah
Bachelor of Arts (B.A.) (Economics)
1997-1999
Brett Leonhardt Skills
- Risk Management
- Research
- Investments
- Financial Analysis
- Sales
- Wealth Management
- Financial Planning
- Retirement
- Asset Allocation
- Fixed Annuities
- Portfolio Management
- Ability To Listen
Brett Leonhardt Summary
- Brett Leonhardt, based in Kaysville, UT, US, is currently a Financial Advisor at LPL Financial. Brett Leonhardt brings experience from previous roles at University Financial Services/Cetera Advisor Networks, Cetera Advisor Networks LLC, Utah First Investment Services and Lincoln Financial Advisors. Brett Leonhardt holds a 2001 - 2004 Master of Business Administration (M.B.A.) in Financial Planning and Services @ Westminster University. With a robust skill set that includes Risk Management, Research, Investments, Financial Analysis, Sales and more. Brett Leonhardt has 2 emails and 2 mobile phone numbers on RocketReach.
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