Unclaimed Profile

Leslie Joan Cannon

THE INVICTUS COLLECTIVE, LLC·PARK RIDGE, Illinois

SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record15 years registeredTHE INVICTUS COLLECTIVE, LLC

3 SOUTH PROSPECT AVENUE, PARK RIDGE, IL 60068CRD# 4409404Firm CRD# 310744

Profile Verification

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

Identity

Leslie Joan Cannon · PARK RIDGE, IL

Registration

CRD #4409404 · THE INVICTUS COLLECTIVE, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

May 2024 – present

THE INVICTUS COLLECTIVE, LLC

May 2021 – Apr 2024

PARK RIDGE, IL

J.P. MORGAN SECURITIES LLC

Oct 2017 – May 2021

CHICAGO, IL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2015 – Sep 2017

CHICAGO, IL

CREDIT SUISSE SECURITIES (USA) LLC

Jul 2015 – Nov 2015

CHICAGO, IL

MCGLADREY WEALTH MANAGEMENT LLC

May 2011 – Nov 2013

DULUTH, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · May 17, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE INVICTUS COLLECTIVE, LLC

CRD 310744 · SEC 801-121217

AUM

$308M

Regulatory assets under management

Employees

87 client accounts

Services offered by THE INVICTUS COLLECTIVE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at THE INVICTUS COLLECTIVE, LLC →

Introduction

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Frequently Asked Questions

What services does Leslie Joan Cannon offer?

Leslie Joan Cannon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PARK RIDGE, Illinois for a consultation.

What are Leslie Joan Cannon's credentials?

Leslie Joan Cannon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Leslie Joan Cannon located?

Leslie Joan Cannon is based in PARK RIDGE, Illinois, working with THE INVICTUS COLLECTIVE, LLC. Their office serves clients in the PARK RIDGE metropolitan area and surrounding communities.

How does Leslie Joan Cannon charge for services?

Leslie Joan Cannon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE INVICTUS COLLECTIVE, LLC?

THE INVICTUS COLLECTIVE, LLC has approximately 4 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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