DonLeander- Financial Advisor Colorado Springs, CO

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About Don Leander

FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner^® since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.

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General Information

Firm Start Year

1979

No. of Employees

CRD#

1031780

Firm CRD#

1031780

States Licensed in

76812

Years of Experience in Financial Services

Number of Years with Current Firm

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CSA^®, RFC^®

Insurance and Annuity Licenses

Long Term Care, Life, Disability, Annuity, Health

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1854776/paladinregistry-Financial-Planning-Strategies-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Don Leander

Financial Planning Strategies