Leonard Weyeneth
Leonard Weyeneth is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Lincoln, NE, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
8555 Executive Woods Dr., Suite 300, Lincoln, NE, 68512
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Leonard is a manager of Weyeneth Family Cabins LLC, president/treasurer of Kimmel Orchard and Vineyard Educational Foundation and Richard P. Kimmel and Laurine Kimmel Charitable Foundation, and a board member of Kregel Windmill Factory Museum. These activities involve property maintenance, financial oversight, strategic planning, grant review, and historical preservation, taking minimal time each week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations26 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.