LS
LS

Leslie Lynette Davis Schoenhofer

12 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.45%

All advisory fees are negotiable at the sole discretion of Mulholland.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7450 W. 130th St., Suite 215, Overland Park, KS, 66213

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History

Regulatory History (2)
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Customer Dispute
September 2023
Pending
Employment Separation After Allegations
May 2023
Other Business ActivitiesSells Insurance

Leslie owns True Peace Financial Solutions, where she sells insurance products including fixed index annuities, fixed annuities, life insurance, and long-term care insurance, dedicating nearly full-time hours to this. She is also a board member of True Peace Marketing Inc, spending minimal time per week to help maintain daily processes.

Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Alphastar Capital Management, LLC
May 2018 - June 2023 · 5 yrs 1 mo
Secure Investment Management, LLC
February 2014 - May 2018 · 4 yrs 3 mos
Client One Securities LLC
July 2013 - February 2014 · 7 mos
State Registrations7 states
ARFLIAKSMONETX
Advisor
Exams
No exam information available for this advisor.