Leanne M Kampeter

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → Present
  Central Bank
  Jefferson City, MO
• 10/2007 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Jefferson City, MO

Previous Registrations

• 2008-10-17 → 2018-02-14
  Invest Financial Corporation
  Jefferson City, MO
  Jefferson City, MO
  Jefferson City, MO

Other Businesses

1. 02/14/2018 - InvestorServices Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Adviser - 2 Hours Per Month/2 During Securities Trading. 2. 03/08/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/03/2019 - Central Trust Bank - Investment related - At reported business location(s) - Financial Institution Duty - start date:02/26/2018 - 0 hrs/mo - 0 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-14
• S63 Uniform Securities Agent State Law Examination
  2008-01-16

Designations

• Certified Financial Planner

Other Names

• Leanne Marie Eichholz