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Kirk W Leishman

WOODLAND LEISHMAN & ASSOCIATES·SANTA MARIA, California
Clean recordWOODLAND 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kirk W Leishman is a registered financial advisor based in SANTA MARIA, California, affiliated with WOODLAND LEISHMAN & ASSOCIATES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WOODLAND LEISHMAN & ASSOCIATES
WOODLAND LEISHMAN & ASSOCIATES
AUM
$9M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WOODLAND LEISHMAN & ASSOCIATES →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2232261
Firm CRD# 109271
View on FINRA BrokerCheck →

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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. Contact their office in SANTA MARIA, California for a consultation.
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, working with WOODLAND LEISHMAN & ASSOCIATES. Their office serves clients in the SANTA MARIA metropolitan area and surrounding communities.
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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Research
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