LK
LK

Leon Koob

22 Years of Experience
Longmont, CO
1 DisclosureBroker

Leon Koob is a registered investment advisor at Wells Fargo Advisors, based in Longmont, CO, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1325 Dry Creek Drive Suite 203, [Satellite], Longmont, CO, 80503

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History

Regulatory History (1)
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Customer Dispute
August 2011
Denied
Other 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
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2023 · 15 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2008 - March 2023 · 15 yrs 2 mos
A. G. Edwards & Sons, INC.
January 2004 - January 2008 · 4 yrs
A. G. Edwards & Sons, INC.Broker
January 2004 - January 2008 · 4 yrs
State Registrations38 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.