Martin Edward Leonard
Investment adviser representative at Ifs Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$240MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- LPL Financial LLCNov 2017 to now
- Ifs Group, LLCFeb 2015 to now
- Investacorp Advisory ServicesMay 2016 to Nov 2017
- Investacorp IncMay 2016 to Nov 2017
- Highland Capital BrokerageApr 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ifs Group
Legal name: Ifs Group, LLC
$240MAssets managed
267Clients
6Advisers
2 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
- 4763354
- Firm CRD
- 328774