LL
LL

Landon Leest

3 Years of Experience
Pella, IA
Broker

Landon Leest is a registered investment advisor at Intellicents Investment Solutions INC, based in Pella, IA, with 3 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

725 Main Street, Pella, IA, 50219

Get directions

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.

Learn about disclosures →
Other Business Activities

Landon works as a financial consultant for Intellicents Investment Solutions, Inc., handling administrative duties, preparing meeting documents, assisting with applications, and completing paperwork. This is a full-time commitment for Landon.

Employment History
Current Registrations
Intellicents Investment Solutions INC
December 2022 - Present · 3 yrs 5 mos
Mutual Securities, INC.Broker
November 2022 - Present · 3 yrs 6 mos
State Registrations1 state
IA
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.