Kevin
Leahy

Gpm Growth Investors, Inc

CRD#6562013
Investment Advisor
in Farmington, MI

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About this Advisor

Kevin Leahy is a financial advisor who works out of Farmington, Michigan with 2 years of relevant experience. Leahy is an advisor for Gpm Growth Investors, Inc. During their career, Leahy has held roles at Jackson (Jackson National Life Insurance), Michigan State University, Michigan State University Academic Orientation Program, Jackson National Life Distributors LLC, Public Trust Advisors, Quicken Loans/Rocket Mortgage and Gpm Growth Investors, Inc. Leahy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Gpm Growth Investors, Inc is a firm operating out of Farmington, MI. It administers $182 million in assets under management across its 449 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 449 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in investable assets. Gpm Growth Investors, Inc provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types charged by Gpm Growth Investors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

30500 Northwestern Hwy. Suite 313
Farmington, MI 48334

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Gpm Growth Investors, Inc Brokerage Details

Total Assets Under Management

$182,363,411

MI Average: $943,424,332
Total Number of Employees

5

MI Average: 21
Total Number of Accounts

449

MI Average: 1,586
Average Account Size

$406,155

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kevin Leahy Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gpm Growth Investors, Inc

2021 - 2021 (< 1 year)

Quicken Loans/Rocket Mortgage

2019 - 2021 (2 years)

Public Trust Advisors

2015 - 2018 (3 years)

Jackson National Life Distributors LLC

2014 - 2015 (1 year)

Jackson (Jackson National Life Insurance)

2012 - 2013 (1 year)

Michigan State University Academic Orientation Program

2010 - 2014 (4 years)

Michigan State University

*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 Leahy 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 Gpm Growth Investors, Inc

Brittney Stevenson
Farmington, MI
Mark Hogan
Farmington, MI
Kevin Leahy
Farmington, MI
Joseph Griffin
Farmington, MI
Timothy Griffin
Farmington, MI

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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