Unclaimed Profile

Linda Yows Leitz

PEACE OF MIND FINANCIAL, INC·COLORADO SPRINGS, Colorado

Series 7, Series 24, Series 63Clean record27 years registeredPEACE OF MIND FINANCIAL, INC

7222 COMMERCE CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 2311643Firm CRD# 289067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Linda Yows Leitz · COLORADO SPRINGS, CO

Registration

CRD #2311643 · PEACE OF MIND FINANCIAL, INC · 27 years registered

Brand Profile

Not yet started

Career History

PEACE OF MIND FINANCIAL PLANNING, INC

Aug 2017 – present

IT'S NOT JUST MONEY, INC.

Jan 1999 – Jan 2018

COLORADO SPRINGS, CO

PINNACLE FINANCIAL CONCEPTS, INC.

Jan 1999 – Dec 2002

COLORADO SPRINGS, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEACE OF MIND FINANCIAL, INC

CRD 289067 · SEC 801-122428

AUM

$115M

Regulatory assets under management

Employees

417 client accounts

Services offered by PEACE OF MIND FINANCIAL, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEACE OF MIND FINANCIAL, INC →

Introduction

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Frequently Asked Questions

What services does Linda Yows Leitz offer?

Linda Yows Leitz specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Linda Yows Leitz's credentials?

Linda Yows Leitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda Yows Leitz located?

Linda Yows Leitz is based in COLORADO SPRINGS, Colorado, working with PEACE OF MIND FINANCIAL, INC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Linda Yows Leitz charge for services?

Linda Yows Leitz's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEACE OF MIND FINANCIAL, INC?

PEACE OF MIND FINANCIAL, INC has approximately 6 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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