Martin Leonard has been an investment adviser representative at IFS Group since July 2024, and is not listed among the firm’s executive officers or direct owners.
Ifs Group, LLC is a Mechanicsburg, PA firm with $240M under management, 267 clients and 6 advisers in one office, as of its July 2026 filing.
Martin E. Leonard is Partner of IFS Group. He began his career in 2004 in the insurance industry, banking and trust, and financial services. He is responsible for multiple planning functions for IFS Group clients, helping business owners define retirement for themselves and their employees.
Martin Leonard’s longest registration is the current one, 8 years at LPL Financial LLC since 2017. Before joining IFS Group in 2024, Martin Leonard was registered through Investacorp Advisory Services Inc and LPL Financial LLC.
- LPL Financial LLCAlso current– present · 8 yearsMechanicsburg, PA · Adviser representative · Firm CRD 6413
- Investacorp Advisory Services Inc– · 1 yearKing of Prussia, PA · Adviser representative · Firm CRD 109011
- LPL Financial LLC– · 1 yearMechanicsburg, PA · Adviser representative · Firm CRD 6413
- Cetera Advisor Networks LLC– · 3 yearsMechanicsburg, PA · Adviser representative · Firm CRD 13572
Professional designations
Listed by IFS Group
- CFP®
- AIF®
Investment adviser representative registrations
Martin Leonard is registered as an investment adviser representative in Pennsylvania, since November 2017.
- PennsylvaniaSince 7 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 15 January 2009 |
| Series 66 | Uniform Combined State Law Examination | 20 May 2004 |
| Series 7 | General Securities Representative Examination | 17 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Martin Edward Leonard
- CRD
- 4763354
- Firm
- IFS Group · CRD 328774
- Office
- 1205 MANOR DRIVE, STE 200, Mechanicsburg, PA 17055
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- ifsgroup1.com
Where does Martin Leonard work?
Martin Leonard is an investment adviser representative registered through Ifs Group, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Martin Leonard a financial advisor?
Yes. Martin Leonard has a current investment-adviser registration in Pennsylvania, through IFS Group since July 2024.
How many years of experience does Martin Leonard have?
Martin Leonard has 21 years in the financial industry, since December 2004, across 4 adviser firms.
What exams has Martin Leonard passed?
Martin Leonard has passed 3 licensing exams: the Series 7, Series 66 and Series 26. The earliest, the Series 7, was passed in March 2004. FINRA credited Martin Leonard with the SIE, which began in October 2018.
Where did Martin Leonard work before IFS Group?
Before IFS Group, Martin Leonard was registered through Investacorp Advisory Services Inc, May 2016 to November 2017; LPL Financial LLC, February 2015 to May 2016; Cetera Advisor Networks LLC, February 2012 to February 2015.
Where is Martin Leonard based?
Martin Leonard’s registered office is in Mechanicsburg, PA.
Is Martin Leonard registered with FINRA?
Yes. Martin Leonard has a current broker registration, under CRD 4763354.
Source: FINRA BrokerCheck
Is Martin Leonard a CFP?
IFS Group lists Martin Leonard with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Martin E. Leonard, CFP®, AIF® biography, ifsgroup1.com
How can I verify Martin Leonard’s record?
Search CRD 4763354 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Martin Leonard’s full registration record.
