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John Pribyl

Leonard Investment Advisors INC.
42 Years of Experience
Oklahoma City, OK
1 Disclosure
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John Pribyl is a registered investment advisor at Leonard Investment Advisors INC., based in Oklahoma City, OK, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 113 clients with $96M in assets under management.

Leonard Investment Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
113 clients
Average Client Portfolio
$847K average
Assets Under Management
$95.7M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable with approval from the firm's CEO. Different schedules apply for the Mutual Fund Investment Program and grandfathered accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1900 NW Expressway Suite 1450, Oklahoma City, OK, 73118

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History

Regulatory History (1)
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Criminal
October 2015
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a shareholder of Facilities Performance Group since 1999, dedicating minimal time. He is also an IA Representative with Leonard Investment Advisors Inc., spending full-time hours, and a manager of JWP Investments LLC, family investments, with minimal time commitment.

Employment History
Current Registrations
Leonard Investment Advisors INC.
August 2002 - Present · 24 yrs 2 mos
Previous Registrations
B.B. Graham & Company, INC.Broker
December 2014 - February 2017 · 2 yrs 2 mos
Jwp Investments, LLC
May 2009 - February 2011 · 1 yr 9 mos
Leonard Securities, INCBroker
August 2002 - December 2014 · 12 yrs 4 mos
Prudential Securities Incorporated
January 2000 - August 2002 · 2 yrs 7 mos
Prudential Securities IncorporatedBroker
January 2000 - August 2002 · 2 yrs 7 mos
Painewebber IncorporatedBroker
April 1990 - January 2000 · 9 yrs 9 mos
Prudential-Bache Securities INC.Broker
January 1989 - April 1990 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
April 1984 - January 1989 · 4 yrs 9 mos
State Registrations2 states
OKTX
Advisor

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Exams
No exam information available for this advisor.
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John Pribyl - Financial Advisor | TrueAdvisor