Linda Leitz has been President and Chief Compliance Officer of Peace of Mind Financial since February 2020, is a control person of the firm and directly owns 75% or more of it.
Peace of Mind Financial, Inc is a Colorado Springs, CO firm with $124M under management, 121 clients and 2 advisers in one office, as of its March 2026 filing.
Linda Y. Leitz is part of the team at Peace of Mind Financial Planning, Inc. She has served as Chair of the National Association of Personal Financial Advisors and has given personal time and effort to organizations that further the financial planning profession.
Linda Leitz’s longest registration was 19 years at It'S Not Just Money, Inc. (1999–2018). Before joining Peace of Mind Financial in 2017, Linda Leitz was registered through It'S Not Just Money, Inc. and Pinnacle Financial Concepts, Inc.
- – present · 9 yearsColorado Springs, CO · Adviser representative · Firm CRD 289067
- It'S Not Just Money, Inc.– · 19 yearsColorado Springs, CO · Adviser representative · Firm CRD 113372
- Pinnacle Financial Concepts, Inc.– · 3 yearsColorado Springs, CO · Adviser representative · Firm CRD 113372
Professional designations
Listed by Peace of Mind Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Linda Leitz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2017; the most recent is Texas, in September 2017.
- ColoradoSince 7 August 2017
- TexasResidentSince 15 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 1 October 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 January 1993 |
| Series 7 | General Securities Representative Examination | 13 January 1993 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Linda Yows Leitz
- CRD
- 2311643
- Firm
- Peace of Mind Financial · CRD 289067
- Role
- President and Chief Compliance Officer
- Office
- 7222 COMMERCE CENTER DRIVE, SUITE 175, Colorado Springs, CO 80919
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peaceofmindfinancialplanning.com
Where does Linda Leitz work?
Linda Leitz has been President and Chief Compliance Officer of Peace of Mind Financial, Inc since February 2020, and is a control person of the firm.
Is Linda Leitz a financial advisor?
Yes. Linda Leitz has a current investment-adviser registration in Colorado and Texas, through Peace of Mind Financial since August 2017.
How many years of experience does Linda Leitz have?
Linda Leitz has 27 years in the financial industry, since December 1998, across 2 adviser firms.
What exams has Linda Leitz passed?
Linda Leitz has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in January 1993.
Where did Linda Leitz work before Peace of Mind Financial?
Before Peace of Mind Financial, Linda Leitz was registered through Pinnacle Financial Concepts, Inc., January 1999 to December 2002.
Where is Linda Leitz based?
Linda Leitz’s registered office is in Colorado Springs, CO.
Is Linda Leitz registered with FINRA?
No. Linda Leitz has no current broker registration.
Is Linda Leitz a CFP?
Peace of Mind Financial lists Linda Leitz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Linda Y. Leitz biography, peaceofmindfinancialplanning.com
How can I verify Linda Leitz’s record?
Search CRD 2311643 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Linda Leitz’s full registration record.
