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Greenleaf Trust Reduces Position in Mizuho Financial Group, Inc.

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WebGreenleaf Financial Network, LLC Firm's CRD Number: 284165 2045 West 141st Terrace, Leawood, KS 66224 By the Numbers Total Assets Under Management 73 MILLIONS Total Number of Accounts 272 ACCOUNTS Average Account Value $269,559 Compensation Options A percentage of assets under your management Hourly charges Fixed fees … WebCRD Number: 6501576. Current Firm: Greenleaf Financial Network, LLC. Joseph Toepke (CRD# 6501576) is an Investment Advisor Representative working at Greenleaf … WebJul 27, 2024 · Greenleaf is now a lead adviser and principal at the practice.. While it has been 14 years since her mother received the award, Greenleaf says the focus has not wavered at all. “We are advocates for helping people retire with dignity,” she says. One notable development for the practice came early this year, when OneDigital bought … shareese renée ballard