Leanne Jeannette Geer
Investment adviser representative at Focus Advisor Solutions, LLC
10 yearsExperience
1 stateRegistered in
$41.5BFirm assets
19 yearsFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- The Colony Group, LLCJul 2024 to now
- Focus Advisor Solutions, LLCMar 2023 to now
- Buckingham Strategic Wealth, LLCDec 2022 to now
- Berylson TruckingJul 2016 to now
- Waddell & Reed, IncDec 2020 to Jul 2021
- Woodbury Financial Services IncAug 2018 to Dec 2020
- Jones Investment GroupOct 2016 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
Focus Advisor Solutions, LLC
$41.5BAssets managed
35,101Clients
31Advisers
19 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
- 6722092
- Firm CRD
- 143319