LB
LB

Leonard Simon Bakker

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
320 clients
Average Client Portfolio
$153K average
Assets Under Management
$49.1M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2950 Buskirk Avenue Suite 300, Walnut Creek, CA, 94597

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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 a sales advisor for CA Long Term Care Insurance Services since 2014, spending about a quarter of his time selling long-term care insurance. He also works as an apartment manager for Bahme Partnership, dedicating about 10-20% of his time to property repairs and maintenance since 1985.

Employment History
Current Registrations
Lifetime Financial, INC.
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Horter Investment Management, LLC
November 2014 - February 2018 · 3 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Leonard Simon Bakker - Financial Advisor | TrueAdvisor