Leonard Hempen
Leonard Hempen is a registered investment advisor at Greenleaf Financial Network, LLC, based in Kansas City, MO, with 33 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 175 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenleaf Financial Network's advisors offer portfolio management services, charging a fee based on the total value of your investments. The exact fee is negotiated with each client, but the maximum annual fee is 2.20% of all assets. You can end the agreement within five business days for a full refund. After that, you can cancel at any time with written notice, and any unearned fees will be returned to you.
Location
Kansas City, MO
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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.
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Leonard owns Planners for Financial Success, where he does tax preparation and accounting work, spending nearly full-time hours during tax season and minimal time outside of it. He is also a board member of Bear the Care, Inc., a non-profit for veteran job assistance, and corporate secretary for Animaux du Vin, Inc., a wine importing company.
Employment History
Current Registrations
Private Client Services, LLCBroker
Greenleaf Financial Network, LLC
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Allmerica Investments, INC.Broker
State Registrations17 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.