Leslie Garske is a registered investment advisor at Traction Financial Partners, based in Littleton, CO, with 14 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 398 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Traction Financial Partners charges a percentage of your portfolio each year for investment management services. The exact percentage is agreed upon in your investment advisory agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The fee is calculated based on the average daily balance of your accounts from the previous quarter and is billed quarterly in advance. Cash and money market balances are excluded from billing. The maximum annual advisory fee is 1.35%.
Location
8321 S. Sangre De Cristo Road, Suite 102, Littleton, CO, 80127
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leslie works as a financial advisor and retirement consultant at Next Chapter Wealth Strategies, Inc., dedicating about half of her time to insurance sales and service. Leslie also owns Divorce Resource Denver, LLC, spending about half of her time on divorce mediation, expert witness testimony, and divorce financial planning, with about 10-20% of her time during trading hours.
Employment History
Current Registrations
Traction Financial Partners
Previous Registrations
Ae Wealth Management, LLC
Capital Cities Investments
AXA Advisors, LLC
AXA Advisors, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.