A complete list of active advisors currently associated with Amporn W. Leininger, Summit Financial Services
Warmer can help you find a great advisor at Amporn W. Leininger, Summit Financial Services or one who fits your needs even better.
The firm provides financial and advisory services to individuals and small businesses, including securities investment services, comprehensive financial planning, tax preparation and representation, insurance planning, college-aid planning, bookkeeping and small-business consulting. Services are delivered through seminars, face-to-face and online meetings and may include ad hoc analyses as well as ongoing portfolio reporting. Advisory work is conducted on a non-discretionary basis: the firm provides analysis, research and recommendations while clients retain final investment decisions, and it uses methods such as charting, fundamental and technical analysis across a range of instruments and strategies. Compensation is largely transaction- and project-based, with planning billed hourly or by project rather than through a percentage-of-assets arrangement. Noteworthy features include the adviser’s status as an enrolled agent who prepares tax returns and represents clients before the IRS, and licensure as an insurance agent through which the firm receives commissions for life and annuity products—arrangements that are uncommon among firms classified as investment managers. The firm operates as a sole proprietor offering an unusual combination of tax, insurance, college-aid and bookkeeping services alongside investment advice, and it does not take custody of client assets or trade on a discretionary basis.
To learn more about the advisors currently working at Amporn W. Leininger, Summit Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 12
|
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