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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Quest Capital Strategies, Inc. 14 years, 5 months Sep 2001 - Present
Are You
Leann Hartman?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Leann Hartman

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 4, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Quest Capital Strategies, Inc.

Last updated on Jan. 4, 2016
    • $34.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 181
      Accounts
    • $190.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Referral Or Solicitor Fee From Third Party Managers
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