Lisa Leonard is a registered investment advisor at Osaic Wealth, INC., based in Weldon Spring, MO, with 37 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
500 Huber Park Ct, Ste 208, Weldon Spring, MO, 63304
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa is involved in various volunteer activities, including serving on committees for Powell Gardens and Kappa Kappa Gamma, and assisting with genealogy research. She also owns rental properties and has an antique booth with a friend, as well as Lisa A. Leonard LLC for tax purposes.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Vestax Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Primevest Financial Services, INC.Broker
Granite Investment Services, INC.Broker
Guaranty Brokerage Services, INC.Broker
Bancwest Investment Services, INC.Broker
Ifg Network Securities, INC.Broker
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
Primevest Financial Services, INC.
Bma Financial Services, INC.Broker
Nunnink Capital Markets, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.