Todd
Kading

Leafhouse Financial Advisors, LLC

CRD#3070933
Investment Advisor
in Austin, TX

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About this Advisor

Todd Kading is a financial advisor based in Austin, Texas, working with Leafhouse Financial Advisors, LLC. Todd has previously held positions at Leafhouse Financial Advisors, LLC, Leafhouse Financial Group, LLC, Leafhouse Financial Services, LLC, Leafhouse Education Advisory Council, and Leafhouse Financial Services, LLC. Todd has passed the Series 63 regulatory exam and is registered to provide services in Louisiana, Texas, and Utah. Currently, Todd is part of Leafhouse Financial Advisors, LLC, which operates out of Austin, Texas. The firm has 25 employees and manages assets totaling $17.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Leafhouse Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6300 Bridgepoint Parkway Building 1, Suite 300
Austin, TX 78730

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Leafhouse Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$17,004,947,985

TX Average: $3,042,739,679
Total Number of Employees

25

TX Average: 49
Total Number of Accounts

3,243

TX Average: 2,315
Average Account Size

$5,243,586

TX Average: $1,314,358

Investment Advisory Services

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

Todd Kading Work History

2022 - Present (2 years)

Leafhouse Financial Advisors, LLC

2022 - Present (2 years)

Leafhouse Education Advisory Council

2022 - Present (2 years)

Leafhoue Financial Services, LLC

2022 - Present (2 years)

Leafhouse Financial Group, LLC

2009 - 2022 (13 years)

Leafhouse Financial Advisors, LLC

2009 - 2022 (13 years)

Leafhouse Financial Services, LLC

2009 - 2022 (13 years)

Leafhouse Education Advisory Council

2008 - 2022 (14 years)

Leafhouse Financial Group, LLC

Disclosures

Please visit the SEC profile of Todd Kading 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 Leafhouse Financial Advisors, LLC

Michael Garberich
Austin, TX
Nicholas Whitely
Austin, TX
Reid Yoder
Austin, TX
Todd Kading
Austin, TX
Alexis Miller
Austin, TX
Jamar Washington
Austin, TX

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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