GreenLeaf Financial Network, LLC logo

GreenLeaf Financial Network, LLC

Updated today

Client AUM

$123,695,747

Clients

189

Advisors

12

across 9 offices

About

Greenleaf Financial Network provides investment advisory, portfolio management, financial planning, investment consulting, and retirement plan services to individuals, families, trusts, estates, retirement accounts and certain corporate clients. Services are delivered primarily through a network of independent Investment Adviser Representatives (IARs) who may manage client assets directly or recommend unaffiliated third‑party managers.

The firm’s investment work combines multiple methods of analysis — including fundamental, quantitative, technical, cyclical and modern portfolio theory — and employs a range of strategies from long‑term allocation to shorter‑term trading, margin, options and short sales as appropriate to client objectives. IARs may manage accounts on a discretionary or non‑discretionary basis, prepare written financial plans, and provide ongoing rebalancing and monitoring tailored to each client’s stated goals and risk tolerances.

GFN operates through a larger-than-typical office footprint for a team firm, maintaining ten offices and a decentralized IAR network, and the brochure notes the firm’s regulatory jurisdiction changed as the firm grew. The disclosure also highlights cross‑industry relationships — including a managing partner’s broker/dealer registration and IARs who may be registered representatives or licensed insurance producers — and describes the firm’s use of solicitor/referral fees when introducing clients to third‑party managers, arrangements the brochure identifies as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

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Fee options

Fixed

Up to $5,000 fixed fee for creating financial plans.

Percentage

up to 2.20% annually

Commissions

IARs who are registered representatives may receive commissions for securities or insurance sales separate from advisory fees.

Project-based

Up to $250 per hour for financial planning services.

Other

Fee-only: Portfolio management services are fee-only.

Main office

See office

Leawood KS

Advisors at this office

4

Most active in

Colorado · Delaware · Kansas · Maryland · Missouri · New Jersey · New York · Pennsylvania · South Carolina · Texas · Virginia

Also doing business as

Brigandine Capital · Feeney Financial · Greenleaf Financial Network, LLC · Planners For Financial Success · R.D. Shaara Insurance And Investments · Reals & Associates · The Yucca Group

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Leonard H

Series 63, Series 65

Kansas City, MO

GreenLeaf Financial Network, LLC

Leonard Hempen is a financial advisor with GreenLeaf Financial Network, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at GreenLeaf Financial Network since 2018 and has longstanding involvement with Planners For Financial Success, where he performs tax preparation and accounting services. Hempen also serves as a board member for Bear the Care, Inc., a nonprofit focused on veteran job assistance, and is corporate secretary for Animaux du Vin, a wine importing company. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, and select corporate clients. The firm utilizes multiple analytical methods and varied investment strategies tailored to client objectives, with services delivered primarily through a network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Anna K

CFP®, Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Anna Kiser is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. She has worked at GreenLeaf Financial Network, Securities America Advisors, National Planning Corporation, and other firms. Outside of her advisory work, Anna serves as Assistant Director at Birthright of Hutchinson, a nonprofit supporting women with unplanned pregnancies, and is Treasurer of the Trinity Catholic Jr/Sr High School PTA Booster Club. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a range of investment strategies tailored to client objectives and operates through a decentralized network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Michael A

Series 63, Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Michael Armour is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of financial advising, he operates a seasonal lawn care business and serves as co-trustee of the Dorothy L. Armour Trust. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm’s investment approach integrates multiple analytical methods and offers strategies ranging from long-term allocation to shorter-term trading, with services delivered via a network of independent advisers.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Brandon W

Series 63, Series 65

Jefferson City, MO

GreenLeaf Financial Network, LLC

Brandon Wooley is a financial advisor at GreenLeaf Financial Network, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed Inc. and Hancock Mortgage Partners. Outside of advisory work, Wooley serves as president of The Credit Restore, LLC, a non-investment related business. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm employs a range of investment strategies and analysis methods, serving clients primarily through a decentralized network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Joseph T

Series 63, Series 65

St. Matthews, SC

GreenLeaf Financial Network, LLC

Joseph Toepke is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His background includes work with Waddell & Reed Inc and various insurance carriers. Outside of his financial career, he serves on the Board of Education for Columbia Public Schools and is active with American Legion Post 202. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, retirement accounts, and certain corporate clients. The firm uses multiple methods of analysis and a range of strategies tailored to client goals, operating through a decentralized network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Robert S

Series 63, Series 65

Riverton, NJ

GreenLeaf Financial Network, LLC

Robert Shaara is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with GreenLeaf Financial Network since 2020 and also owns and operates Verona Insurance Agency, where he has been involved in insurance sales since 1985. Outside of his advisory role, he manages the sales of non-securities insurance products through his insurance business. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting. The firm utilizes a range of investment strategies and emphasizes customized client solutions through its network of independent advisors.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Dustin K

Series 63, Series 65

Springfield, MO

GreenLeaf Financial Network, LLC

Dustin Kennedy is a financial advisor at GreenLeaf Financial Network, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Mass Mutual, and Waddell & Reed. Outside of his advisory role, Dustin serves as an adjunct professor at Columbia College, teaching an undergraduate Principles of Marketing course. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services primarily through a network of independent Investment Adviser Representatives. The firm employs multiple investment analysis methods and strategies to tailor solutions to individual client objectives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Timothy F

Series 63, Series 65

Mt. Laurel, NJ

GreenLeaf Financial Network, LLC

Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Sara R

CFP®, Series 63, Series 65

Schenectady, NY

GreenLeaf Financial Network, LLC

Sara Reals is a Certified Financial Planner® with 23 years of experience in the financial services industry. She is currently with GreenLeaf Financial Network, LLC, where she has worked since 2018, and has prior experience at Montgomery County Government, FIRST Citizens Investor Services, Verity Asset Management, and VSR Financial Services. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services primarily through a network of independent Investment Adviser Representatives. The firm utilizes a multifaceted investment approach combining various analytical methods and strategies tailored to client goals and risk tolerances.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Michael A

Series 63, Series 65

Fenwick Island, DE

GreenLeaf Financial Network, LLC

Michael Alba is a financial advisor at GreenLeaf Financial Network, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GreenLeaf Financial Network since 2016. Outside of his advisory role, he is also a licensed insurance agent. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm uses multiple methods of analysis and a range of strategies tailored to client objectives, delivering services primarily through a network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Jennifer A

Series 63, Series 65

Leawood, KS

GreenLeaf Financial Network, LLC

Jennifer Armour is a financial advisor at GreenLeaf Financial Network, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hutchinson Income Tax Services and First National Bank of Hutchinson. Outside of finance, she is the managing member of Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm employs a range of investment strategies and delivers services primarily through a decentralized network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Michael B

Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Michael Beary is a financial advisor with GreenLeaf Financial Network, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Private Client Services, LLC and VSR Financial Services, Inc. Over his career, he has also maintained a role as a registered representative, earning commissions on certain transactions separate from his advisory services. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a variety of analytical methods and investment strategies tailored to client goals, delivering services through an extensive network of independent advisors.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
View complete list of advisors at this firm
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