Todd
Kading
Leafhouse Financial Advisors, LLC
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About this Advisor
Todd Kading is a certified financial planner based out of Austin, Texas with 14 years of relevant experience. Kading is on the advisory team at Leafhouse Financial Advisors, LLC. During their career, the advisor has held roles at Leafhouse Financial Advisors, LLC, Leafhouse Financial Group, LLC, Leafhoue Financial Services, LLC, Leafhouse Financial Services, LLC and Leafhouse Education Advisory Council. Kading holds a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in Louisiana, Texas and Utah. Leafhouse Financial Advisors, LLC is an advisory business operating out of Austin, TX. It administers $13 billion in assets across its 2,742 accounts, making it one of the biggest firms in the United States by assets under management. Of its 2,742 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a broad range of services, such as 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. A financial advisor's fees largely are based on the services offered. Fee types charged by Leafhouse Financial Advisors, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leafhouse Financial Advisors, LLC Brokerage Details
$13,326,314,982
21
2,742
$4,860,071
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
Todd has been registered as a financial advisor for 14 years.*
Leafhoue Financial Services, LLC
Leafhouse Financial Group, LLC
Leafhouse Financial Advisors, LLC
Leafhouse Education Advisory Council
Leafhouse Financial Advisors, LLC
Leafhouse Financial Services, LLC
Leafhouse Education Advisory Council
Leafhouse Financial Group, 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 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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.
