Leonard Templeton has been an investment adviser representative at Templeton Financial Services since October 2003, and is not listed among the firm’s executive officers or direct owners. Leonard Templeton holds an MBA from the University of Chicago and an Undergraduate degree in business from Indiana University.
Templeton Financial Services Inc. is a Chandler, AZ firm with $442M under management, 315 clients and 4 advisers in one office, as of its March 2026 filing.
Len Templeton is Chief Investment Officer of Templeton Financial Services. He founded the firm in 2003, moving from Chicago to Phoenix to establish it and manage fixed income portfolios. From November 1994 until September 2003 he was a Vice President, National Sales Manager and registered representative in the Municipal Bond Department of ABN AMRO Financial Services in Chicago.
- – present · 23 yearsSun Lakes, AZ · Adviser representative · Firm CRD 128240
Investment adviser representative registrations
Leonard Templeton is registered as an investment adviser representative in Arizona, since October 2003.
- ArizonaSince 14 October 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2003 |
| Series 24 | General Securities Principal Examination | 21 February 2002 |
| Series 3 | National Commodity Futures Examination | 6 June 1985 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 27 September 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 May 1980 |
| Series 7 | General Securities Representative Examination | 19 July 1975 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Leonard Edward Templeton
- CRD
- 810305
- Firm
- Templeton Financial Services · CRD 128240
- Office
- Sun Lakes, AZ
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tfsformunis.com
Where does Leonard Templeton work?
Leonard Templeton is an investment adviser representative registered through Templeton Financial Services Inc. since October 2003, and is not listed among the firm’s executive officers or direct owners.
Is Leonard Templeton a financial advisor?
Yes. Leonard Templeton has a current investment-adviser registration in Arizona, through Templeton Financial Services since October 2003.
How many years of experience does Leonard Templeton have?
Leonard Templeton has 23 years in the financial industry, since October 2003, across 1 adviser firm.
What exams has Leonard Templeton passed?
Leonard Templeton has passed 6 licensing exams: the Series 7, Series 63, Series 8, Series 3, Series 24 and Series 65. The earliest, the Series 7, was passed in July 1975.
Where is Leonard Templeton based?
Leonard Templeton’s registered office is in Sun Lakes, AZ.
Is Leonard Templeton registered with FINRA?
No. Leonard Templeton has no current broker registration.
How can I verify Leonard Templeton’s record?
Search CRD 810305 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leonard Templeton’s full registration record.