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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-06 |
Branch Locations
6230 University Parkway #305, Sarasota, FL 34240 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning And Design Llc | Sarasota | FL | 04/2015 | 05/2019 |
| Wealth Planning And Design Llc | Sarasota | FL | 01/2016 | 06/2024 |
| Wealth Planning And Design Llc | Sarasota | FL | 12/2019 | 10/2024 |
| Leetzow Group Llc | Sarasota | FL | 01/2013 | Present |
| College Planning And Design, Llc | Sarasota | FL | 05/2019 | 04/2022 |
| Wr Wealth Planners, Llc | Columbia | MO | 03/2023 | Present |
| Mgo One Seven Dba Wealth Planning And Design | Sarasota | FL | 01/2025 | Present |
1) The Leetzow Group LLC, investment-related, Sarasota, FL, a doing business as (DBA) name and management support company, Managing Member, 5 hours per month during non-trading hours; 2) Wealth Planning and Design LLC; investment related; Sarasota, FL; Insurance Agent/Investment Advisor Representative; Fixed Insurance Sales/Advisory Services; Approximately 50% of time spent; Started 01/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-06 |
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