Linda Yows Leitz
Investment adviser representative at Peace of Mind Financial Planning, Inc
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$123.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Kansas State University - Dept of Personal Financial PlanningApr 2020 to now
- Peace of Mind Financial Planning, Inc.Aug 2017 to now
- It's Not Just Money, IncJan 1995 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Peace of Mind Financial Planning, Inc
Legal name: Peace of Mind Financial, Inc
$123.6MAssets managed
121Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2311643
- Firm CRD
- 289067