David Brian Leszcynski
Investment adviser representative at Global Financial Planning Group, LLC
24 yearsExperience
2 statesRegistered in
$135.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- LPL Financial LLCSep 2009 to now
- Global Financial Planning Group, LLCSep 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Global Financial Planning Group, LLC
$135.3MAssets managed
235Clients
2Advisers
1 yearIn 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
- 2913686
- Firm CRD
- 114803