Frederick Hunter Leisner

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

• 08/2017 → 01/2018
  Mml Investors Services, Llc
  Boston, MA
• 08/2017 → 01/2018
  Massmutual Life Insurance Company
  Boston, MA
• 05/2017 → 01/2018
  Baystate Financial
  Boston, MA
• 08/2013 → 05/2017
  American International College
  Springfield, MA
• 05/2017 → 01/2018
  Barbour Clothing
  Boston, MA
• 02/2018 → 10/2019
  Ameriprise Financial Services, Inc
  Plano, TX
• 10/2020 → 04/2021
  Fidelity Investments
  Westlake, TX
• 11/2019 → 08/2020
  Mpower Health
  Dallas, TX
• 05/2021 → 08/2024
  Ameriprise Financial Services, Llc
  Dallas, TX
• 08/2024 → Present
  Lpl Financial, Llc
  Mckinney, TX

Previous Registrations

• 2021-07-06 → 2024-09-03
  Ameriprise Financial Services, Llc
  Dallas, TX
  Mckinney, TX
  Mckinney, TX

Other Businesses

1) 08/2024 - McKinney North Stars / Outside/W-2 Employment / Non Inv, Related / McKinney, TX, / Start date 01/15/2024 - 5 Hrs per month - 5 % Time Spent 2) 08/2024 - Leisner Wealth, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2021-06-24
• S63 Uniform Securities Agent State Law Examination
  2021-01-08

Other Names

• Hunter Leisner
• Frederick Hunter Leisner
• Frederick Leisner