Lisa Renae Leatherman
Investment adviser representative at Wellfull
28 yearsExperience
1 stateRegistered in
$866.4MFirm assets
9 yearsFirm in business
Are you Lisa Renae Leatherman? Claim your profile
Contact this firm
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
- Pension consulting
Experience
28 years in the industry.
- WellfullApr 2021 to now
- Bernardo Wealth PlanningMar 2021 to now
- DunlapslkJan 2019 to now
- Cetera Financial Specialists LLCAug 2005 to Mar 2021
- Seitz & Leatherman LLCOct 1998 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wellfull
Legal name: Bernardo Wealth Planning, LLC
$866.4MAssets managed
801Clients
11Advisers
9 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
- 4251091
- Firm CRD
- 288705