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Featured Business Financial Advisor in Colorado Springs, CO
Colorado Springs Financial Advisors
Financial Planning Strategies
6645 Delmonico Blvd., Suite 101
Colorado Springs, CO 80919
(719) 266-5335
“Over 30 Years Of Independent Financial Advice”
Advisor Profile
Don Leander, CFP
Name:  Don Leander, CFP
Phone Number:  (719) 266-5335
Website:  Visit Website

About Financial Planning Strategies

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.
 

General Information

Gender:    Male
CRD#:    1031780
States Licensed in:    CO
States Willing to do Business in:    Cascade,Colorado Springs,Cripple Creek,Divide,Fountain,Green Mountain Falls,Larkspur,Manitou Springs,Monument,Palmer Lake,Peyton,U S A F Academy,Woodland Park,All States
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    27
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Annuities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Registered Financial Consultant (RFC), Certified Senior Advisor (CSA)
Insurance and Annuity Licenses:    Disability, Health, Life, Long Term Care, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Don Leander, CFP

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