LM
LM

Leonard John Marsch

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1755 Oregon Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Leonard is an RIA with Faithward Advisors, LLC, dedicating full-time hours to this role. He also works as a fixed insurance agent, handling sales and service and devoting minimal time to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
August 2008 - Present · 17 yrs 6 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
October 2011 - October 2024 · 13 yrs
AXA Advisors, LLC
January 2008 - September 2011 · 3 yrs 8 mos
AXA Advisors, LLCBroker
December 2007 - September 2011 · 3 yrs 9 mos
State Registrations2 states
LAPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Leonard John Marsch - Financial Advisor | TrueAdvisor