Robert Leshnak has been an investment adviser representative at Southland Equity Partners since November 2014, and is not listed among the firm’s executive officers or direct owners. Robert Leshnak holds a Bachelor of Business Administration from the University of Cincinnati and a Master of Science in Financial Planning from the College for Financial Planning.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
Robert M. Leshnak is Financial Consultant and Wealth Manager of Leshnak Wealth, a marketing designation under which additional advisory services are offered through Southland Equity Partners, LLC. He founded Leshnak Financial Group, LLC in 1997 after nine years with John Hancock Financial Services. He works with clients on retirement income planning, investment management, tax preparation and wealth preservation.
Robert Leshnak’s longest registration was 22 years at FSC Securities Corporation (2001–2023). Before joining Southland Equity Partners in 2014, Robert Leshnak was registered through FSC Securities Corporation.
- Osaic Wealth, Inc.Also current– present · 2 yearsWest Chester, OH · Adviser representative · Firm CRD 23131
- – present · 11 yearsWest Chester, OH · Adviser representative · Firm CRD 154481
- FSC Securities Corporation– · 22 yearsWest Chester, OH · Adviser representative · Firm CRD 7461
Professional designations
Listed by Southland Equity Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Robert Leshnak is registered as an investment adviser representative in 8 states. The first approvals date from November 2014; the most recent is Texas, in October 2024.
- ColoradoSince 3 November 2023
- FloridaSince 3 November 2023
- GeorgiaSince 3 November 2023
- KentuckySince 3 November 2023
- MichiganSince 3 November 2023
- New JerseySince 3 November 2023
- OhioSince 13 November 2014
- TexasSince 10 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 3 February 2003 |
| Series 24 | General Securities Principal Examination | 29 September 1997 |
| Series 7 | General Securities Representative Examination | 13 May 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 August 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Michael Leshnak
- CRD
- 1870597
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 7182 LIBERTY CENTRE DRIVE, UNIT I, West Chester, OH 45069
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- leshnakwealth.com
Where does Robert Leshnak work?
Robert Leshnak is an investment adviser representative registered through Southland Equity Partners, LLC. since November 2014, and is not listed among the firm’s executive officers or direct owners.
Is Robert Leshnak a financial advisor?
Yes. Robert Leshnak has a current investment-adviser registration in Colorado, Florida, Georgia, Kentucky, Michigan, New Jersey, Ohio and Texas, through Southland Equity Partners since November 2014.
How many years of experience does Robert Leshnak have?
Robert Leshnak has 38 years in the financial industry, since August 1988, across 3 adviser firms.
What exams has Robert Leshnak passed?
Robert Leshnak has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 51. The earliest, the Series 6, was passed in August 1988. FINRA credited Robert Leshnak with the SIE, which began in October 2018.
Where is Robert Leshnak based?
Robert Leshnak’s registered office is in West Chester, OH.
Is Robert Leshnak registered with FINRA?
Yes. Robert Leshnak has a current broker registration, under CRD 1870597.
Source: FINRA BrokerCheck
Is Robert Leshnak a CFP?
Southland Equity Partners lists Robert Leshnak with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Leshnak’s record?
Search CRD 1870597 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Leshnak’s full registration record.