Michael Peter Leanza
Investment adviser representative at The Genwealth Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$661.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- The Genwealth Group, Inc.Oct 2010 to now
- Purshe Kaplan Sterling Investments, IncJun 2017 to Dec 2018
- LPL Financial LLCApr 2008 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (NJ).
The Genwealth Group, Inc.
$661.3MAssets managed
301Clients
5Advisers
15 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
- 2330470
- Firm CRD
- 154569