A complete list of active advisors currently associated with Leetown Advisors

Warmer can help you find a great advisor at Leetown Advisors or one who fits your needs even better.

Leetown Advisors provides investment management, ongoing comprehensive financial planning, business consulting, and retirement plan services to individuals (including high‑net‑worth clients) as well as employer plan sponsors and other institutional clients. The firm reports about $12.5 million in assets under management and serves roughly 60 client relationships. The firm generally implements a passive, asset‑class allocation approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis when conducting investment and plan reviews. In addition to passive strategies, the brochure discloses the use of derivatives (including options and covered‑call techniques) in separately managed accounts and states the firm acts as an ERISA 3(38) investment manager for retirement plans. Distinctive for a solo independent adviser, Leetown Advisors provides portfolio management for pooled vehicles and institutional clients — services that are statistically uncommon among peers of this size — and offers business consulting and ongoing comprehensive planning on a monthly retainer. The principal also provides paraplanning services to other registered investment advisers (disclosed as an outside business activity that may account for up to about 20% of his time), a practice the firm notes can lead to referrals.

To learn more about the advisors currently working at Leetown Advisors, 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
Kyle Thompson	Ankeny, IA	9

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