Greenleaf Financial Network, LLC
Greenleaf Financial Network, LLC (CRD# 284165) is a financial advisory firm headquartered in Leawood, KS. They manage $73,320,040 in 272 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management73MILLION
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Total Number of Accounts272ACCOUNTS
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Average Account Value$269,559
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MD, MO, NJ, PA, TX, VA
Michael Alba (CRD# 2651547) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Fairfax, VA and has over 26 years of experience in the finance industry.
Michael Beary (CRD# 4409175) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Leawood, KS and has over 19 years of experience in the finance industry.
Sara Bohn (CRD# 4615266) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Blacksburg, VA and has over 20 years of experience in the finance industry. Sara Bohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy Feeney (CRD# 1713317) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Mount Laurel, NJ and has over 30 years of experience in the finance industry.
Leonard Hempen (CRD# 2301500) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Kansas City, MO and has over 30 years of experience in the finance industry.
Dustin Kennedy (CRD# 2199030) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Springfield, MO and has over 9 years of experience in the finance industry.
Joseph Toepke (CRD# 6501576) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Columbia, MO and has over 6 years of experience in the finance industry.
Brandon Wooley (CRD# 6517250) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Jefferson City, MO and has over 7 years of experience in the finance industry.
Robert Shaara (CRD# 4441395) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Riverton, NJ and has over 15 years of experience in the finance industry.