Lisa Ann Leonard

Current Employers

Employment History

• 09/2014 → 05/2020
  Voya Financial Advisors
  Overland Park, KS
• 05/2020 → 04/2021
  Securities America, Inc.
  Overland Park, KS
• 05/2020 → 04/2021
  Securities America Advisors
  Overland Park, KS
• 03/2023 → 06/2024
  Securities America, Inc.
  Weldon Spring, MO
• 03/2023 → 06/2024
  Securities America Advisors
  Weldon Spring, MO
• 05/2021 → 10/2022
  Lisa A. Leonard Llc
  Overland Park, KS
• 08/2021 → Present
  Lisa A. Leonard Llc
  Overland Park, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Weldon Spring, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Weldon Spring, MO

Previous Registrations

• 2023-03-30 → 2024-06-14
  Securities America Advisors, Inc.
  Weldon Spring, MO
• 2020-05-07 → 2021-05-05
  Securities America Advisors, Inc.
  Overland Park, KS
• 2003-01-13 → 2020-05-11
  Voya Financial Advisors, Inc.
  Windsor, CT
  Des Moines, IA
  Overland Park, KS
• 1995-10-25 → 2003-12-31
  Cetera Investment Services Llc
  Des Moines, IA

Other Businesses

POWELL GARDENS EDUCATION COMMITTEE -Volunteer #HRS 2 SEC TRADE HRS 2 -3/1/18 Kingsville MO 64061 -Serve on edu committee of Powell Gardens. Look for opps to bring more children & families to Gardens & look at ways to enhance edu capaity for them. KAPPA KAPPA GAMMA ALUMNI ASSOCIATION -Volunteer #HRS 1 SEC TRADE HRS 1 -9/1/80 Dublin OH 43017 -Member of Alumni Asso. Not serving at time. ANTIQUE SALES -Merchandiser -Have antique booth w/friend. Find vintage merch & sell it. #HRS 10 SEC TRADE HRS 10 -8/1/21 Overland Park KS 66212 -Go to estate sales & find vintage merch to display in booth & sell. RENTAL PROPERTY - AZ -Owner #HRS 1 SEC TRADE HRS 1 -11/1/12 Scottsdale AZ 85258 -Own property & rent to same people ea/yr for 3-4 months. No leasing co. JUNIOR LEAGUE OF KANSAS CITY, MO -Volunteer -Sustainer & member of luncheon committee #HRS 3 SEC TRADE HRS 3 -9/1/01 Kansas City, MO 64114 -Org hostesses for monthly luncheons & coordinate meal. Attend spring/fall luncheon. COLONIAL DAMES OF AMERICA -Assistant to membership -volunteer committee for Genealogy #HRS 3 SEC TRADE HRS 3 -6/1/20 New York NY 10065 -Member of local chapter meets 4x yr. Assistant to membership director. Help people find lineage & provide guidance of where to research, then submit info to National Headquarters to see if they meet criteria of ancestor who started 1 of 1st 13 colonies. LISA A. LEONARD LLC -Owner -Tax purposes #HRS 10 SEC TRADE HRS 10 -10/1/06 -Overland Park KS 66207 -Tax structure for business dealings. File w/state ea/yr. RENTAL PROPERTY - CHATHAM, MA -Owner #HRS 1 SEC TRADE HRS 1 -12/1/16 N Chatham MA 02650 -Own condo rented by Pine Acres Realty. They send checks for leasing property thru-out yr. I handle all bills associated w/property. ADVISORY -Financial Advisor -Advisory Bus INVEST RELATED Yes -2/10/23 - LaVista NE 68128 -not conducting business w/clients - advisory or direct. In order to maintain advisory & securities license, disclosing advisory w/SAA. KAPPA KAPPA GAMMA HOLIDAY HOMES TOUR -Committee mem -Serve on Holiday Homes Tour committee that chooses recipients of tour proceeds. Serve as member #HRS 6 SEC TRADE HRS 3 -4/1/23 Dublin OH 43017 -15/20 proposals submitted by NPO in KC area that focus on women & children. They ask to be recipient of Tour Proceeds. I review proposals & give thoughts on narrowing down to 4-5 agencies: like ea member. Group goes for site visit & determine which best suit criteria. We select 2 recipients to receive portion of proceeds. At that point position on committee is complete (no later than June), is short-term committee as Chairmen wish to use names of recipients in advertising for Homes Tour, which is 1st week in Dec. NICKERSON ASSOC -Volunteer -Nickerson Family Genealogy - descendant of this family & am working w/them on updating database #HRS 3 SEC TRADE HRS 3 -1/1/19 North Chatham, MA 02650 -New project & dont have all details. Will be reviewing current data & determining ways it can be updated. SAGAMORE CHAPTER - DAR -Volunteer -Mem of Daughters of American Revolution - genealogical membership on "Sunshine Committee & monthly send greeting cards to 10 members. #HRS 1 SEC TRADE HRS 1 -3/27/18 Washington DC 20006 ORLEANS COMMONS BOARD MEMBER -Treasurer -Board mem of Condo Asso of property own on Cape Cod as Treasurer. #HRS 5 SEC TRADE HRS 1 -4/10/24 Eastham MA 02642 -Review files sent by bookkeeper of property manager. Prepare financials monthly. They create proposed budget & pay all bills. I REVIEW work & report to 15 owners. I give report at Board meeting & send overview to owners monthly. Current Treasurer leaving position early & need someone to fill in. NICKERSON CORNERS CONDO POS: Board Mem - Secretary NATURE: This is a condominium association of 22 units. I own one of the condos. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 4/1/25 ADDY: N Chatham MA 02560 DESCRIPT: monthly Board meetings take the minutes, send a summary to each of the unit owners

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-25
• S63 Uniform Securities Agent State Law Examination
  1992-05-12

Other Names

• Lisa A Leonard