GreenLeaf Financial Network, LLC logo

GreenLeaf Financial Network, LLC

Updated today

Client assets under management

$118,003,149

Clients

189

21% high-net-worth

Advisors

12

of 12 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

16

Very Low

Average account size

$624,355

About

Greenleaf Financial Network, LLC is a Kansas-registered investment adviser that serves individuals and families (including trusts, estates and retirement accounts), as well as retirement plan sponsors and other entities. The firm delivers portfolio management (discretionary and non‑discretionary), financial planning, investment consulting, third‑party manager referrals, and retirement plan services through a network of independent Investment Adviser Representatives that together manage about $118 million for roughly 189 clients.

GFN describes a customized investment management approach in which IARs gather clients’ goals and risk tolerances, implement tailored asset allocations, and perform periodic rebalancing and reviews; IARs may manage accounts directly or recommend unaffiliated third‑party managers. The brochure lists a broad set of analytical methods (fundamental, technical, quantitative, modern portfolio theory, cyclical and charting) and a wide range of strategies (long‑ and short‑term trading, options, margin and short sales), and it discloses that referral/solicitor fees are paid when clients are placed with third‑party managers.

Noteworthy operational features include a distributed multi‑advisor model in which IARs may operate under the GFN name or other branded business names and the firm’s explicit custodial relationship with Charles Schwab Advisor Services, which provides institutional trading, custody, research and other services that can also produce non‑monetary benefits to the firm. The brochure also discloses that some advisory personnel maintain broker‑dealer and insurance licenses, a structure the firm identifies as a source of potential conflicts of interest that it manages through its policies and disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Wealth management

Occupation focus

Executive

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Fee options

Fixed

Financial planning fixed fees negotiated up to $5,000.

Percentage

up to 2.20% annually

Commissions

Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.

Project-based

Financial planning hourly fees negotiated up to $250 per hour.

Other

Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.

Main office location

GreenLeaf Financial Network, LLC

Leawood KS, United States

Number of offices

10

Most active in

Kansas · Maryland · Missouri · New Jersey · Pennsylvania · Texas · Virginia

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, based in Kansas City, MO. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining GreenLeaf in 2018, he worked at Summit Financial Group, Vsr Advisory Services, and has been involved with Planners For Financial Success since 1995. Outside of advisory work, he serves on the board of Bear the Care, a nonprofit focused on veteran job assistance, and is corporate secretary of a wine importing company. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate clients by providing discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm’s advisory services include customized investment strategies employing a range of analytical methods and investment approaches, supported by a multi-office, multi-advisor network with a relatively high advisor-to-assets ratio.

Options & derivatives strategies Active portfolio management Wealth management Executive
user avatar

Anna K

CFP®, Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Anna Kiser is a CFP® professional with 14 years of industry experience, currently serving as an advisor at GreenLeaf Financial Network, LLC. Her prior experience includes roles at Securities America, Inc., National Planning Corporation, and VSR Advisory Services, among others. Outside of her advisory work, she is actively involved in community service as an assistant director and volunteer at Birthright of Hutchinson, a nonprofit supporting women with unplanned pregnancies, and serves as treasurer for the Trinity Catholic Jr/Sr. High School PTA Booster Club. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies and maintains a multi-office, multi-advisor structure with a relatively small client base and assets under management.

Options & derivatives strategies Active portfolio management Wealth management Executive
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 credentials and 27 years of industry experience. His prior roles include seven years at Securities America Advisors and SECURITIES AMERICA, Inc., as well as leadership of The Yucca Group, LLC, which manages the physical assets of his practice. Outside of finance, he is involved in a lawn care business and serves as co-trustee of the Dorothy L. Armour Trust. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate clients through a network of independent advisors, offering customized investment strategies and a range of management approaches that include fundamental, technical, and quantitative analyses. The firm combines a multi-office, multi-advisor structure with a relatively modest asset base, resulting in a higher advisor-to-assets-under-management ratio than typical firms in its category.

Options & derivatives strategies Active portfolio management Wealth management Executive
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 nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenLeaf since 2019. Outside of his advisory role, Wooley is president of The Credit Restore, LLC, a non-investment-related business he has led since 2008, and he serves as a loan originator at Hancock Mortgage Partners. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies and works through a network of independent advisors to develop customized client solutions.

Options & derivatives strategies Active portfolio management Wealth management Executive
user avatar

Joseph T

Series 63, Series 65

Columbia, MO

GreenLeaf Financial Network, LLC

Joseph Toepke is a financial advisor at GreenLeaf Financial Network, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various insurance carriers and Waddell & Reed Inc. He has served on the Board of Education for Columbia Public Schools since 2014 and is the Post Adjutant for American Legion Post 202. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent Investment Advisory Representatives who provide customized investment strategies and portfolio management using a variety of analytical methods and investment approaches.

Options & derivatives strategies Active portfolio management Wealth management Executive
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.

Options & derivatives strategies Active portfolio management Wealth management Executive
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 credentials and has worked at firms including TD Ameritrade and Waddell & Reed. Kennedy also serves as an adjunct professor at Columbia College, teaching an undergraduate Principles of Marketing course. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities with customized investment strategies and portfolio management. The firm employs a range of investment approaches, including fundamental, technical, quantitative, and modern portfolio theory analyses.

Options & derivatives strategies Active portfolio management Wealth management Executive
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.

Options & derivatives strategies Active portfolio management Wealth management Executive
user avatar

Sara B

CFP®, Series 63, Series 65

Blacksburg, VA

GreenLeaf Financial Network, LLC

Sara Bohn is a CFP® professional with 22 years of industry experience. She is currently an advisor at GreenLeaf Financial Network, LLC in Blacksburg, VA, where she has worked since 2018. Prior to this, she was employed at First Citizens Investor Services from 2014 to 2017 and has worked with Montgomery County Government, Virginia since 2018. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm works through a network of independent advisors to develop customized investment strategies using a variety of analytical methods and investment techniques.

Options & derivatives strategies Active portfolio management Wealth management Executive
user avatar

Michael A

Series 63, Series 65

Fairfax, VA

GreenLeaf Financial Network, LLC

Michael Alba is a financial advisor at GreenLeaf Financial Network, LLC with 28 years of industry experience. He has held roles at GreenLeaf since 2016 and previously worked at Vsr Advisory Services and Vsr Financial Services Inc. Alba is also licensed as an insurance agent, a role he has maintained since 2008. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities by providing portfolio management, financial planning, and investment consulting through a network of independent advisors. The firm employs a range of investment strategies and maintains a higher advisor-to-assets-under-management ratio compared to many multi-team firms.

Options & derivatives strategies Active portfolio management Wealth management Executive
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 previously worked at First National Bank of Hutchinson for 14 years. Outside of her advisory role, she is the managing member of Armour Lawn Care, LLC, a lawn care business in Hutchinson, KS. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate clients by offering portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies and maintains a multi-office, multi-advisor network with a relatively small client base and assets under management.

Options & derivatives strategies Active portfolio management Wealth management Executive
user avatar

Michael B

Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Michael Beary is an investment adviser representative with GreenLeaf Financial Network, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at GreenLeaf Financial Network and Private Client Services, LLC since 2016 and previously at Vsr Financial Services, Inc. Mr. Beary is also a registered representative of Private Client Services, LLC. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate clients, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies including fundamental, technical, quantitative, and modern portfolio theory analyses, and utilizes a network of independent advisers to create customized investment strategies.

Options & derivatives strategies Active portfolio management Wealth management Executive
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