Gratium Wealth Planning is a CFP®-led private wealth advisory practice of SEC-registered Ameriprise Financial Services, LLC (CRD #6363, SEC File #801-28543) located on Florida Park Drive North in Palm Coast, Flagler County, Florida. Led locally by Certified Financial Planner™ professional Staci W. Leonard, CFP® (CRD #5518974), the practice delivers goal-based fiduciary financial planning, retirement paycheck structuring, tax-aware investment management, long-term care insurance evaluation, and estate and legacy coordination for retirees and multi-generational families across Palm Coast, Grand Haven, Hammock Beach, and Flagler Beach.
Official Verification Sources: FINRA BrokerCheck Profile — Staci W. Leonard, CFP® (CRD #5518974); SEC Investment Adviser Public Disclosure — Ameriprise Financial Services, LLC (CRD #6363); Gratium Wealth Planning / Staci W. Leonard Official Ameriprise Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-28543; fiduciary investment advisory and financial planning services offered through Ameriprise Financial Services, LLC (CRD #6363) at 10 Florida Park Drive North, Suite D, Palm Coast, FL 32137.
Issuer: CFP Board / FINRA / SEC IAPD
Notes: Palm Coast office led by Financial Advisor Staci W. Leonard, CFP® (CRD #5518974), holding Series 7 and Series 66 securities registrations and CFP® certification.
Factual details and direct answers about Gratium Wealth Planning — Ameriprise Financial Services, LLC's services, licensing, and credentials.
What professional credentials does Staci W. Leonard hold at Gratium Wealth Planning in Palm Coast?
Staci W. Leonard (CRD #5518974) is a Certified Financial Planner™ (CFP®) professional registered with SEC-registered Investment Adviser Ameriprise Financial Services, LLC (CRD #6363, SEC File #801-28543) in Palm Coast.
How does Gratium Wealth Planning help Palm Coast seniors structure retirement income?
The practice builds personalized retirement distribution roadmaps that coordinate Social Security timing, pension elections, Required Minimum Distributions (RMDs), tax-efficient portfolio withdrawals, and long-term care reserves.
Where is Gratium Wealth Planning located in Flagler County?
The Palm Coast office is located in the Florida Park professional corridor at 10 Florida Park Drive North, Suite D, Palm Coast, Florida 32137.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.