Aaron Franklin Leatherwood
Investment adviser representative at Centerpiece Wealth Advisor
7 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$138.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Centerpiece Wealth AdvisorJun 2021 to now
- College for Financial PlanningMar 2014 to now
- Destiny Capital CorporationMay 2019 to Feb 2021
- Destiny Capital Securities CorpMay 2019 to Jan 2021
- Charles Schwab & Co., Inc.Aug 2015 to May 2019
- Schwab Private Client Investment AdvisorsAug 2015 to May 2019
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Centerpiece Wealth Advisor
Legal name: Centerpiece Wealth Advisor L.L.C.
$138.6MAssets managed
75Clients
2Advisers
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
- 6290648
- Firm CRD
- 296956