Eric Leonhardt is a registered investment advisor, based in Wenatchee, WA, with 9 years of industry experience.
Location
112 Olds Station Rd, Suite B, Wenatchee, WA, 98801
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Raymond James Financial Services Advisors, INC
July 2025 - Present · 10 mos
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
August 2019 - July 2025 · 5 yrs 11 mos
Cliftonlarsonallen Wealth Advisors, LLC
August 2019 - July 2025 · 5 yrs 11 mos
Thrivent Investment Management INC.
March 2017 - August 2019 · 2 yrs 5 mos
Thrivent Investment Management INC.Broker
March 2017 - August 2019 · 2 yrs 5 mos
State Registrations2 states
TXWA
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.