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- Custodian
- Fidelity/NFS · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1995
- Office Locations
- 1
Office Locations
About Financial Council, LLC
Financial Council, LLC is a Towson, MD-based advisory firm providing wealth management and retirement navigation, emphasizing a thorough, collaborative planning process built on trust and transparency. The team supports long-term client relationships with financial planning and portfolio construction, using vehicles such as ETFs and mutual funds. Founder William Leeb was named a 2024 Forbes Best-In-State Wealth Advisor (SHOOK Research).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM MICHAEL LEEB
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, President
- CRD
- #731563
- Ownership
- 75% or more
JODI LOUISE GREENLUND
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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Lydia Thompson Durski
Paraplanner
- CRD
- #6806701
JOHN DALE HAUSERMAN
Senior Advisor
- CRD
- #2327246
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,270,749,770 | $811,981 |
| Non-Discretionary | $0 | -- |
| Total | $1,270,749,770 | $811,981 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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