Broker Check
Brett Leonhardt

Brett Leonhardt

Financial Advisor

Brett Leonhardt is a Financial Advisor with University Financial Services, a full-service wealth management organization dedicated to assisting successful business owners, executives, professionals, and retirees in developing comprehensive solutions regarding wealth decisions.  Brett customizes solutions for his clients’ financial objectives based on specific needs, goals, and visions.  He works with clients’ existing advisors (CPAs, Attorneys, etc.) to create a well-coordinated financial strategy designed to optimize each individual’s wealth.

Services

  • Identification and clarification of a client’s mission, vision, values, and goals
  • Comprehensive wealth and financial planning plans
  • Insurance for personal and business risk management
  • Retirement income strategies
  • Investment plan design, analysis, and review
  • Estate Planning and tax reduction strategies
  • Business succession planning

Education, Experience, and Affiliations

  • Master of Business Administration; Westminster College, Salt Lake City, Utah
  • Bachelor of Arts; Economics; University of Utah, Salt Lake City, Utah
  • Associates of Science; Weber State University, Ogden, Utah
  • Over 20 years of experience in the Financial Services Industry
  • Cetera Advisor Networks; 4 years current, Financial Advisor
  • Fidelity Investments; 8 years; Premium Services Relationship Manager
  • Wells Fargo Advisors; 7 years; Assistant Vice President, Investments
  • Key Investment Services; 2 years; Financial Advisor
  • Slayton Lewis; 1 year, Junior to RIA

Licenses and Certifications

  • Securities Registrations:                                        FINRA Series, 7, 63, 66,
  • Insurance Licenses:                                               Life, health & disability, annuity