Leon Koob is a registered investment advisor at Wells Fargo Advisors, based in Boulder, CO, with 22 years of industry experience. Leon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1155 Canyon Blvd, Suite 210, Boulder, CO, 80302
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Leon owns multiple rental properties in Longmont, CO and Scottsdale, AZ, dedicating minimal time to these activities. He also has ownership stakes in Ascent Wealth Partners, LLC and Leon R Koob AWP LLC, dedicating full-time hours to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations38 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.
Exams
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