LC
LC

Leonard Heinrich Claus

32 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
700 clients
Average Client Portfolio
$328K average
Assets Under Management
$229.3M

Fee Structure

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Location

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Leonard is the President and Chairman of the Board for Alternate Health Decisions Foundation, a non-profit focused on disease management through diet, dedicating a few hours per week. He also owns Investment Ideas for business income tracking and operates Westpark Wealth Advisors as an IAR, spending minimal time on each.

Employment History
Current Registrations
Westpark Wealth Advisors, INC.
November 2019 - Present · 6 yrs 3 mos
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Ims Securities, INC.Broker
June 2001 - November 2017 · 16 yrs 5 mos
Tri-Star FinancialBroker
March 1995 - June 2001 · 6 yrs 3 mos
Phoenix Government Investments, INC.Broker
January 1994 - February 1995 · 1 yr 1 mo
Deshler-Morris Securities, INC.Broker
July 1993 - December 1993 · 5 mos
State Registrations11 states
AZCAFLINLANDNJOKPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.