AdvisorOS Directory
Claim Profile
Unclaimed Profile
LH

Leonard Tague Hobert

HOBERT & SVOBODA, INC.·BROOKFIELD, Wisconsin
Series 1, Series 24, Series 27, Series 63Clean recordHOBERT & SVOBODA, INC.
350 BISHOPS WAY, BROOKFIELD, WI 53005CRD# 247158Firm CRD# 25388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonard Tague Hobert · BROOKFIELD, WI
Registration
CRD #247158 · HOBERT & SVOBODA, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 1
Series 24
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HOBERT & SVOBODA, INC.
CRD 25388 · SEC 801-17285
AUM
$62M
Regulatory assets under management
Employees
6
506 client accounts
Services offered by HOBERT & SVOBODA, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HOBERT & SVOBODA, INC. →
Introduction

Speak with Leonard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Leonard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BROOKFIELD?

Browse all registered financial advisors in BROOKFIELD, Wisconsin or claim this profile if it's yours.

Browse BROOKFIELD AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Leonard Tague Hobert offer?
Leonard Tague Hobert specializes in Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Leonard Tague Hobert's credentials?
Leonard Tague Hobert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Tague Hobert located?
Leonard Tague Hobert is based in BROOKFIELD, Wisconsin, working with HOBERT & SVOBODA, INC.. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Leonard Tague Hobert charge for services?
Leonard Tague Hobert's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOBERT & SVOBODA, INC.?
HOBERT & SVOBODA, INC. has approximately 6 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HOBERT & SVOBODA, INC.

William Joseph Svoboda
BROOKFIELD, WI
Michelle Jean Piech
BROOKFIELD, WI

More Advisors in BROOKFIELD, Wisconsin

Timothy John Portz
STERLING CAPITAL MANAGEMENT INC·BROOKFIELD, WI
Aaron Timothy Kowal
KOWAL INVESTMENT GROUP, LLC·BROOKFIELD, WI
CFP
Jeffrey Lynn Bryden
JB INVESTMENT MANAGEMENT, LLC·BROOKFIELD, WI
Joel T Hassler
CHARTER CAPITAL MANAGEMENT, INC.·BROOKFIELD, WI
CFA
Ronald Charles Alberts
ALBERTS INVESTMENT MANAGEMENT INC.·BROOKFIELD, WI
Jeffrey Davis Kowal
KOWAL INVESTMENT GROUP, LLC·BROOKFIELD, WI
ChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)DE PERE (14)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideAPPLETON Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile