About Us

Leissring Financial Services & Insurance (LFS) has been working with individuals, families, and small businesses for over 40 years.

Founded in 1977 by Mark Leissring, CLU, ChFC, LUTCF (Chartered Life Underwriter, Chartered Financial Consultant, and a Fellow of the Life Underwriting and Training Council), the firm has always had a service-oriented focus for the common investor.  Realizing a need for business continuity and a passion for putting a detail-oriented skillset to work, Brad Leissring joined the firm in 2016 as a second generation advisor.  Prior to joining the family practice, Brad obtained his Bachelor's degree from Marquette University and worked in the private sector for over 12 years as an Electrical Engineer.  Although Mark retired in 2018, his family has been involved in the practice over the years and Brad Leissring is the current Managing Senior Partner.

Brad holds Series 7 and Series 66 licenses and maintains a BFA (TM) certification for behavioral finance.

Today the practice specializes in Personalized Wealth Management using highly rated Mutual Funds, Investment Products, and Insurance Products with a focus on service and accessibility.  Word of mouth and referrals have always been our best advertising and our track record of serving as many as four generations of clients speaks for itself.

While we have no in-house or proprietary investments or insurance plans, LFS selects the highly rated from hundreds of investment and insurance products to create an Individualized Long Term Plan and the best fit for the goals and dreams of our individual, corporate, and business clients.

Acting as fiduciaries means we act in our clients' best interest.  Many of our clients are individuals who came to us with a 401(k) from a prior employer, were looking to set up a small retirement plan for themselves, or had an insurance need to complete their picture, and hadn't been exposed to formal wealth management.  Now is ALWAYS a great time to start planning for the future. 

All accounts are held at the insurance or investment company, in the client's name, and the individual or business invests directly with the companies.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.  Leissring Financial Services & Insurance and Osaic Wealth are separate entities.

Although we work closely with your finances, we are not licensed to provide tax advice and will always refer you to contact a licensed CPA.