BL
CFP
BL
CFP

Brent Taylor Leavitt

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

1201 10th Ave S, Suite 105, Great Falls, MT, 59405

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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 ActivitiesSells Insurance

Brent Leavitt is the sole proprietor of Battle Born Financial Advisor & Health Insurance Brokerage, working as an insurance agent. This takes about half of his time and is compensated by commissions.

Employment History
Current Registrations
Interactive Financial Advisors
July 2015 - Present · 10 yrs 7 mos
State Registrations2 states
MTNV
Advisor
Exams
No exam information available for this advisor.