Kevin
Leet

Ausdal Financial Partners, Inc

CRD#2537805
Investment Advisor
in Davenport, IA

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About this Advisor

Kevin Leet is a financial advisor based in Davenport, Iowa who has 9 years of industry experience. Leet is an advisor for Ausdal Financial Partners, Inc. The advisor has gained experience at Lpl Financial, LLC, Crosswalk Wealth and Ausdal Financial Partners. Leet maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Kentucky. Ausdal Financial Partners, Inc is a financial advisory company headquartered in Davenport, IA. The firm has offices in 125 locations and a total of 325 financial advisors. It handles $1 billion in assets under management between its 8,303 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 8,303 accounts, 22% are associated with high-net-worth individuals who have more than $1 million in investable assets. Ausdal Financial Partners, Inc provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types charged by Ausdal Financial Partners, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

5187 Utica Ridge Road
Davenport, IA 52807

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

IA Average: $9,259,360,772
Total Number of Employees

325

IA Average: 166
Total Number of Accounts

8,303

IA Average: 7,189
Average Account Size

$170,504

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Kevin Leet Work History

Kevin has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Crosswalk Wealth

2014 - Present (10 years)

Ausdal Financial Partners

2007 - 2014 (7 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Leet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Nathan Schaefer
Huron, OH
Merriam Rink
Davenport, IA
Robert Batutis
Downers Grove, IL
Max Birkinbine
Saint Paul, MN
Christopher Hurckes
Downers Grove, IL
Dennis Lipoff
Davenport, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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