Andrew James Leicht
Investment adviser representative at Leicht Financial Planning and Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$237.4MFirm 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
Experience
12 years in the industry.
- LPL Financial LLCAug 2014 to now
- Leicht Financial Planning and Wealth Management, Inc.Jul 2014 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Leicht Financial Planning and Wealth Management
Legal name: Leicht Financial Planning and Wealth Management, Inc.
$237.4MAssets managed
194Clients
1Advisers
12 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
- 2910209
- Firm CRD
- 171967