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Leigh Allison Mast

L2 Asset Management, LLC

Wayland, MA

Grand Rapids, MI

CRD 6561594

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Employer firm

L2 Asset Management, LLC CRD 172688

$1.27B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNT

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

Current Employers
L2 Asset Management, Llc

Wayland, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-02
  • MA RA
    APPROVED
    Since 2024-12-02

Branch Locations

Wayland, MA • United States

Grand Rapids, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Grand Rapids MI 11/2015 10/2016
Princor Financial Services Corporation Grand Rapids MI 11/2015 10/2016
Voisard Asset Management Grand Rapids MI 10/2016 07/2017
Voisard Asset Management Grand Rapids MI 07/2017 Present
  • 11/2015 → 10/2016
    Principal Life Insurance Company
    Grand Rapids, MI
  • 11/2015 → 10/2016
    Princor Financial Services Corporation
    Grand Rapids, MI
  • 10/2016 → 07/2017
    Voisard Asset Management
    Grand Rapids, MI
  • 07/2017 → Present
    Voisard Asset Management
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-10
S63 Uniform Securities Agent State Law Examination 2016-01-11
  • S65 Uniform Investment Adviser Law Examination
    2017-10-10
  • S63 Uniform Securities Agent State Law Examination
    2016-01-11
Designations
  • Certified Financial Planner
Other Names
  • Leigh Allison Platt
  • Leigh Allison Mast

View on SEC IAPD

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