Linda Leitz
Linda Leitz is a CFP-designated registered investment advisor at Peace of Mind Financial Planning, INC, based in Colorado Springs, CO, with 27 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 8 more. Their firm serves 123 clients with $120M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Fee Structure
Peace of Mind Financial Planning provides ongoing financial planning and investment advice. You always have the final say on investment decisions. Peace of Mind Financial Planning will monitor your accounts and recommend changes, but you are responsible for implementing recommendations for assets held outside of your designated accounts.
Contact
Linda Leitz
Location
7222 Commerce Center Drive, Suite 175, Colorado Springs, CO, 80919
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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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Linda owns Bright Leitz Publishing, LLC, a publisher of financial books, but dedicates no time to it. She also works as an instructor at Kansas State University and is a member of the Board of Directors for the CFP Board, dedicating about 10-20% of her time and a few hours per week, respectively.
Employment History
Current Registrations
Peace of Mind Financial Planning, INC
Previous Registrations
It's Not Just Money, INC.
Pinnacle Financial Concepts, INC.
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.