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Kirk W Leishman

WOODLAND LEISHMAN & ASSOCIATES·SANTA MARIA, California
Series 7, Series 24, Series 63Clean record24 years registeredWOODLAND LEISHMAN & ASSOCIATES
5075 S. BRADLEY ROAD, SANTA MARIA, CA 93455CRD# 2232261Firm CRD# 109271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kirk W Leishman · SANTA MARIA, CA
Registration
CRD #2232261 · WOODLAND LEISHMAN & ASSOCIATES · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WOODLAND LEISHMAN & ASSOCIATES
VIVID FINANCIAL MANAGEMENT, INC.
Apr 2016 – Mar 2018
ORCUTT, CA
VIVID FINANCIAL MANAGEMENT, INC.
Jul 2015 – Apr 2016
ORCUTT, CA
WOODLAND LEISHMAN & ASSOCIATES
Sep 2008 – Dec 2015
ORCUTT, CA
THE PLANNERS NETWORK, INC.
Jun 2002 – Feb 2003
SANTA MARIA, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · June 10, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODLAND LEISHMAN & ASSOCIATES
CRD 109271 · SEC 801-58077
AUM
$9M
Regulatory assets under management
Employees
2
65 client accounts
Services offered by WOODLAND LEISHMAN & ASSOCIATES
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WOODLAND LEISHMAN & ASSOCIATES →
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05

Frequently Asked Questions

What services does Kirk W Leishman offer?
Kirk W Leishman specializes in Investment Management, Fee-Only Advisory.
What are Kirk W Leishman's credentials?
Kirk W Leishman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirk W Leishman located?
Kirk W Leishman is based in SANTA MARIA, California, last registered with WOODLAND LEISHMAN & ASSOCIATES.
How does Kirk W Leishman charge for services?
Kirk W Leishman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODLAND LEISHMAN & ASSOCIATES?
WOODLAND LEISHMAN & ASSOCIATES has approximately 2 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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