Michael Leonard Leichner

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 04/1992 → Present
  New York Life Ins. Co.
  Cleveland, OH
• 01/1994 → Present
  Nylife Securities Inc.
  Seven Hills, OH
• 03/2004 → Present
  Leichner Financial Group, Inc.
  Pepper Pike, OH
• 01/2013 → Present
  Eagle Strategies Llc
  Pepper Pike, OH

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS FOR INSURANCE]; [OPERATING UNDER THE DBA NAME OF LEICHNER FINANCIAL GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ROLE/TITLE: OWNER; ADDRESS: PEPPER PIKE, OH ; START DATE: 03/2004];

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-28
• S63 Uniform Securities Agent State Law Examination
  1994-05-02