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Brett Leonhardt

Financial Advisor  |  801-320-2614

Brett Leonhardt is a registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC.  Cetera is not affiliated with any other named entity.

Registered address: 200 E South Temple, SLC, UT  84111. Investments are: Not NCUSIF Insured-No Credit Union Guarantee-Not a Deposit-May Lose Value-Not Insured by any Federal Government Agency.

 

Cetera Advisor Networks

With an independent business model Brett has the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as he stands behind you to help you pursue your financial dreams, Brett has teams standing behind him and supporting his business. These firms also strengthen his relationship with you by providing the resources needed to better serve you.

 

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Gov. Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
Are You Ready to Start?

Fill out the form to the left to have our experienced financial adviser help with your investments and planning, or call him to speak directly at 801-320-2614.

Corporate
200 E South Temple
Salt Lake City, Utah 84111
800-234-0729
Monday - Friday: 9:00 am - 5:30 pm
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Routing & Transit Number: 324079500

Utah First Federal Credit Union is federally insured
by the National Credit Union Administration.