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Todd Leet

8 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Todd Leet is a registered investment advisor, based in Ann Arbor, MI, with 8 years of industry experience.

Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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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

Todd is on the Board of Directors for the Mason City Chamber of Commerce, dedicating minimal time. He also works as a Wealth Strategist for Concorde Asset Management, Concorde Insurance Agency, and Wealth Progression Group, spending about a quarter of his time or more on each.

Employment History
Current Registrations
Concorde Asset Management, LLC
October 2023 - Present · 2 yrs 7 mos
Concorde Investment Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.
October 2017 - October 2023 · 6 yrs
Thrivent Investment Management INC.Broker
August 2017 - October 2023 · 6 yrs 2 mos
State Registrations6 states
AZFLIAMAMNNC
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.
Todd Leet - Financial Advisor | TrueAdvisor