GreenLeaf Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to $5,000 fixed fee for creating financial plans.
up to 2.20% annually
IARs who are registered representatives may receive commissions for securities or insurance sales separate from advisory fees.
Up to $250 per hour for financial planning services.
Fee-only: Portfolio management services are fee-only.
Main office
See officeLeawood KS
Advisors at this office
4
Offices (9)
Leawood, KS
Leawood, KS
4 advisors
Fenwick Island, DE
Fenwick Island, DE
1 advisor
Jefferson City, MO
Jefferson City, MO
1 advisor
Kansas City, MO
Kansas City, MO
1 advisor
Mt. Laurel, NJ
101 Chestnut Ave, Mt. Laurel, NJ 08054
1 advisor
Riverton, NJ
Riverton, NJ
1 advisor
Schenectady, NY
Schenectady, NY
1 advisor
Springfield, MO
Springfield, MO
1 advisor
St. Matthews, SC
St. Matthews, SC
1 advisor
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
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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