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Joseph Leuchtmann CFP®

Marathon Financial Planning

16 West Dr

Chesterfield, MO 63017
(314) 2591094

Financial fitness for the long run

About Marathon Financial Planning

Marathon Financial Planning is a St. Louis based independent financial services firm. The financial professionals at Marathon Financial Planning provide guidance to those who want to achieve financial fitness for life. Led by former professional marathon runner, Joseph Leuchtmann, CERTIFIED FINANCIAL PLANNER™, the firm’s mission is to help individuals get on the path to addressing life’s financial goals through wealth optimization planning strategies in the areas of:

-Comprehensive lifestyle (financial) plans
-Investing for and during the retirement years
-Retirement account rollovers
-Retirement income planning
-Risk management
-Tax reduction
-Insurance needs (life, disability, long-term)
-Estate planning

General Information

Firm Start Year

2005

No.of Employees

1

CRD#

3188950

Insurance License#

PR190011

States Licensed in

MO, IL

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 7, Series 66, Series 24

Insurance and Annuity Licenses

Variable Annuity, Variable Life, Long Term Care, Life

Financial Organization Memberships

Missouri Society of CPA'S

Compensation and Fees

Fee Structure

I am a Fee-Based financial professional

Compensation Methods

Based on Assets

Fee % Based on Assets

1.0-1.25

Education

Bachelor of Science - Accountancy

University of Illinois
August 1983 - May 1989