Keaton
Leslie

Commonwealth Financial Network

CRD#7230790
Investment Advisor
in Overland Park, KS

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About this Advisor

Keaton Leslie is a financial advisor based in Overland Park, Kansas, working with Commonwealth Financial Network. Keaton has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Brian Eich Plumb, Missouri State University, Blacksheep, Lincoln High School, Champs Sports, Sioux Empire Federal Credit Union, Willow Run, Springfield Parking Company, Good Spirits Concepts, Bank Of America, N.A, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Keating. Keaton has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Keaton is part of Commonwealth Financial Network, which operates out of Overland Park, Kansas. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

10801 Mastin Street Suite 370
Overland Park, KS 66210

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

KS Average: $16,012,751,954
Total Number of Employees

4,500

KS Average: 118
Total Number of Accounts

623,075

KS Average: 4,567
Average Account Size

$284,126

KS Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Keaton Leslie Work History

2022 - Present (2 years)

Raymond James Financial Services, Inc

2022 - Present (2 years)

Raymond James Financial Services Advisors, Inc

2022 - Present (2 years)

Keating

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America, N.A

2019 - 2020 (1 year)

Brian Eich Plumb

2019 - 2019 (< 1 year)

Good Spirits Concepts

2018 - 2019 (1 year)

Blacksheep

2017 - 2018 (1 year)

Springifeld Parking Company

2016 - 2017 (1 year)

Sioux Empire Federal Credit Union

2015 - 2019 (4 years)

Missouri State University

2014 - 2015 (1 year)

Champs Sports

2012 - 2014 (2 years)

Willow Run

2011 - 2015 (4 years)

Lincoln High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Keaton Leslie 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Shain Steffens
Andover, NJ
Luke Schroeder
Tempe, AZ
Constance King
Plymouth Meeting, PA
Ryan Sokolowski
Ludlow, MA
Jill Israel
Westerville, OH
Erin Sweitzer
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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